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 | $1,984 | $76,738-97.4% | $56,411-96.5% | $145,922-98.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 15.03% | 2994.23%-2979.2pp | 1701.33%-1686.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $396 | $1,380-71.3% | $1,039-61.9% | $4,660-91.5% |
| Participant deferral / active EE | $1,007 | $2,623-61.6% | $1,952-48.4% | $6,688-84.9% |
| Admin fee / account holder | $623 | $3,334-81.3% | $2,829-78.0% | $13,397-95.4% |