See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,544 | $30,400-58.7% | $53,898-76.7% | $84,808-85.2% |
| Participation rate | 98.4% | 46.4%+52.0pp | 55.0%+43.5pp | 68.3%+30.1pp |
| Annual return | 16.55% | 500.19%-483.6pp | 528.60%-512.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $355 | $603-41.1% | $932-61.9% | $2,631-86.5% |
| Participant deferral / active EE | $1,405 | $1,199+17.3% | $1,826-23.0% | $4,212-66.6% |
| Admin fee / account holder | $371 | $1,993-81.4% | $2,491-85.1% | $7,344-94.9% |