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 | $9,007 | $70,606-87.2% | $53,898-83.3% | $142,382-93.7% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 19.62% | 619.81%-600.2pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,446 | $1,202+20.3% | $932+55.1% | $4,299-66.4% |
| Participant deferral / active EE | $1,699 | $2,364-28.1% | $1,826-7.0% | $6,507-73.9% |
| Admin fee / account holder | $2,109 | $2,852-26.0% | $2,491-15.3% | $12,624-83.3% |