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 6-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 | $10,831 | $30,400-64.4% | $53,898-79.9% | $84,808-87.2% |
| Participation rate | 76.5% | 46.4%+30.0pp | 55.0%+21.5pp | 68.3%+8.2pp |
| Annual return | 19.64% | 500.19%-480.5pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $835 | $603+38.5% | $932-10.5% | $2,631-68.3% |
| Participant deferral / active EE | $1,750 | $1,199+46.0% | $1,826-4.2% | $4,212-58.5% |
| Admin fee / account holder | $2,014 | $1,993+1.0% | $2,491-19.1% | $7,344-72.6% |