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 | $8,328 | $30,400-72.6% | $53,898-84.5% | $84,808-90.2% |
| Participation rate | 80.6% | 46.4%+34.2pp | 55.0%+25.7pp | 68.3%+12.3pp |
| Annual return | 15.08% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,088 | $603+80.5% | $932+16.7% | $2,631-58.7% |
| Participant deferral / active EE | $1,560 | $1,199+30.1% | $1,826-14.6% | $4,212-63.0% |
| Admin fee / account holder | $1,118 | $1,993-43.9% | $2,491-55.1% | $7,344-84.8% |