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 | $8,620 | $70,606-87.8% | $53,898-84.0% | $142,382-93.9% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 21.93% | 619.81%-597.9pp | 528.60%-506.7pp | 217.08%-195.1pp |
| Employer contribution / active EE | $489 | $1,202-59.4% | $932-47.6% | $4,299-88.6% |
| Participant deferral / active EE | $3,668 | $2,364+55.2% | $1,826+100.9% | $6,507-43.6% |
| Admin fee / account holder | $463 | $2,852-83.8% | $2,491-81.4% | $12,624-96.3% |