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 7-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 | $5,380 | $27,915-80.7% | $58,482-90.8% | $75,163-92.8% |
| Participation rate | 89.3% | 38.8%+50.5pp | 50.9%+38.4pp | 67.2%+22.1pp |
| Annual return | 20.22% | 44.20%-24.0pp | 4239.32%-4219.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,351 | $669+101.9% | $1,053+28.3% | $2,670-49.4% |
| Participant deferral / active EE | $1,256 | $1,201+4.5% | $1,924-34.7% | $4,125-69.6% |
| Admin fee / account holder | $974 | $1,726-43.5% | $2,516-61.3% | $5,651-82.8% |