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 | $9,508 | $58,208-83.7% | $81,812-88.4% | $80,856-88.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.19% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $874 | $2,340-62.7% | $2,912-70.0% | $2,755-68.3% |
| Participant deferral / active EE | $1,266 | $3,281-61.4% | $4,319-70.7% | $4,296-70.5% |
| Admin fee / account holder | $1,434 | $4,981-71.2% | $7,386-80.6% | $6,918-79.3% |