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 4-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 | $6,491 | $70,606-90.8% | $53,898-88.0% | $142,382-95.4% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 14.65% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $581 | $1,202-51.6% | $932-37.6% | $4,299-86.5% |
| Participant deferral / active EE | $1,415 | $2,364-40.2% | $1,826-22.5% | $6,507-78.3% |
| Admin fee / account holder | $1,113 | $2,852-61.0% | $2,491-55.3% | $12,624-91.2% |