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 5-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 | $3,862 | $81,625-95.3% | $58,482-93.4% | $139,434-97.2% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 18.70% | 7404.20%-7385.5pp | 4239.32%-4220.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $953 | $1,398-31.8% | $1,053-9.5% | $4,751-79.9% |
| Participant deferral / active EE | $1,272 | $2,557-50.3% | $1,924-33.9% | $6,710-81.0% |
| Admin fee / account holder | $669 | $3,265-79.5% | $2,516-73.4% | $11,403-94.1% |