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 | $1,997 | $27,915-92.8% | $58,482-96.6% | $75,163-97.3% |
| Participation rate | 73.5% | 38.8%+34.7pp | 50.9%+22.7pp | 67.2%+6.3pp |
| Annual return | 30.22% | 44.20%-14.0pp | 4239.32%-4209.1pp | 160.62%-130.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,286 | $1,201+7.1% | $1,924-33.1% | $4,125-68.8% |
| Admin fee / account holder | $390 | $1,726-77.4% | $2,516-84.5% | $5,651-93.1% |