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 | $2,894 | $30,400-90.5% | $53,898-94.6% | $84,808-96.6% |
| Participation rate | 72.4% | 46.4%+26.0pp | 55.0%+17.5pp | 68.3%+4.1pp |
| Annual return | 18.12% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $533 | $603-11.6% | $932-42.8% | $2,631-79.8% |
| Participant deferral / active EE | $761 | $1,199-36.5% | $1,826-58.3% | $4,212-81.9% |
| Admin fee / account holder | $752 | $1,993-62.3% | $2,491-69.8% | $7,344-89.8% |