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 | $4,630 | $70,606-93.4% | $53,898-91.4% | $142,382-96.7% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 27.08% | 619.81%-592.7pp | 528.60%-501.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,032 | $1,202-14.1% | $932+10.8% | $4,299-76.0% |
| Participant deferral / active EE | $1,270 | $2,364-46.3% | $1,826-30.5% | $6,507-80.5% |
| Admin fee / account holder | $637 | $2,852-77.7% | $2,491-74.4% | $12,624-95.0% |