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 8-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 | $9,689 | $30,400-68.1% | $53,898-82.0% | $84,808-88.6% |
| Participation rate | 80.0% | 46.4%+33.6pp | 55.0%+25.0pp | 68.3%+11.7pp |
| Annual return | 15.54% | 500.19%-484.6pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,929 | $1,199+60.9% | $1,826+5.6% | $4,212-54.2% |
| Admin fee / account holder | $1,022 | $1,993-48.7% | $2,491-59.0% | $7,344-86.1% |