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 | $2,874 | $30,400-90.5% | $53,898-94.7% | $84,808-96.6% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.3pp | 68.3%+21.9pp |
| Annual return | 22.93% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $843 | $603+39.9% | $932-9.5% | $2,631-67.9% |
| Participant deferral / active EE | $1,611 | $1,199+34.4% | $1,826-11.8% | $4,212-61.8% |
| Admin fee / account holder | $646 | $1,993-67.6% | $2,491-74.1% | $7,344-91.2% |