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 | $2,793 | $70,606-96.0% | $53,898-94.8% | $142,382-98.0% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 27.58% | 619.81%-592.2pp | 528.60%-501.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $738 | $1,202-38.6% | $932-20.8% | $4,299-82.8% |
| Participant deferral / active EE | $777 | $2,364-67.1% | $1,826-57.5% | $6,507-88.1% |
| Admin fee / account holder | $351 | $2,852-87.7% | $2,491-85.9% | $12,624-97.2% |