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 | $10,422 | $30,400-65.7% | $53,898-80.7% | $84,808-87.7% |
| Participation rate | 76.8% | 46.4%+30.3pp | 55.0%+21.8pp | 68.3%+8.5pp |
| Annual return | 18.96% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $979 | $603+62.4% | $932+5.0% | $2,631-62.8% |
| Participant deferral / active EE | $1,479 | $1,199+23.4% | $1,826-19.0% | $4,212-64.9% |
| Admin fee / account holder | $780 | $1,993-60.9% | $2,491-68.7% | $7,344-89.4% |