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 | $9,252 | $70,606-86.9% | $53,898-82.8% | $142,382-93.5% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 17.19% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $789 | $1,202-34.4% | $932-15.4% | $4,299-81.7% |
| Participant deferral / active EE | $2,359 | $2,364-0.2% | $1,826+29.2% | $6,507-63.8% |
| Admin fee / account holder | $531 | $2,852-81.4% | $2,491-78.7% | $12,624-95.8% |