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 9-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 | $19,264 | $30,400-36.6% | $53,898-64.3% | $84,808-77.3% |
| Participation rate | 77.8% | 46.4%+31.3pp | 55.0%+22.8pp | 68.3%+9.5pp |
| Annual return | 20.81% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $753 | $603+25.0% | $932-19.2% | $2,631-71.4% |
| Participant deferral / active EE | $2,565 | $1,199+114.0% | $1,826+40.5% | $4,212-39.1% |
| Admin fee / account holder | $1,611 | $1,993-19.2% | $2,491-35.3% | $7,344-78.1% |