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 | $31,598 | $70,606-55.2% | $53,898-41.4% | $142,382-77.8% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 21.47% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,562 | $1,202+113.1% | $932+174.8% | $4,299-40.4% |
| Participant deferral / active EE | $9,582 | $2,364+305.3% | $1,826+424.7% | $6,507+47.3% |
| Admin fee / account holder | $437 | $2,852-84.7% | $2,491-82.5% | $12,624-96.5% |