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 | $4,322 | $30,400-85.8% | $53,898-92.0% | $84,808-94.9% |
| Participation rate | 81.5% | 46.4%+35.0pp | 55.0%+26.5pp | 68.3%+13.2pp |
| Annual return | 15.48% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $289 | $603-52.1% | $932-69.0% | $2,631-89.0% |
| Participant deferral / active EE | $926 | $1,199-22.8% | $1,826-49.3% | $4,212-78.0% |
| Admin fee / account holder | $359 | $1,993-82.0% | $2,491-85.6% | $7,344-95.1% |