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 3-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 | $9,016 | $158,398-94.3% | $126,539-92.9% | $142,382-93.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.40% | 593.76%-570.4pp | 425.95%-402.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $719 | $4,650-84.5% | $3,674-80.4% | $4,299-83.3% |
| Participant deferral / active EE | $3,431 | $4,767-28.0% | $4,083-16.0% | $6,507-47.3% |
| Admin fee / account holder | $364 | $6,918-94.7% | $6,065-94.0% | $12,624-97.1% |