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 3-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 | $5,521 | $30,400-81.8% | $53,898-89.8% | $84,808-93.5% |
| Participation rate | 90.0% | 46.4%+43.6pp | 55.0%+35.0pp | 68.3%+21.7pp |
| Annual return | 22.96% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $815 | $603+35.1% | $932-12.6% | $2,631-69.0% |
| Participant deferral / active EE | $2,350 | $1,199+96.1% | $1,826+28.7% | $4,212-44.2% |
| Admin fee / account holder | $398 | $1,993-80.0% | $2,491-84.0% | $7,344-94.6% |