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 | $3,968 | $30,400-86.9% | $53,898-92.6% | $84,808-95.3% |
| Participation rate | 80.6% | 46.4%+34.2pp | 55.0%+25.7pp | 68.3%+12.3pp |
| Annual return | 26.87% | 500.19%-473.3pp | 528.60%-501.7pp | 40.90%-14.0pp |
| Employer contribution / active EE | $774 | $603+28.5% | $932-16.9% | $2,631-70.6% |
| Participant deferral / active EE | $891 | $1,199-25.7% | $1,826-51.2% | $4,212-78.8% |
| Admin fee / account holder | $456 | $1,993-77.1% | $2,491-81.7% | $7,344-93.8% |