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 9-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 | $14,163 | $110,502-87.2% | $80,716-82.5% | $167,490-91.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.78% | 120.54%-112.8pp | 87.28%-79.5pp | 478.56%-470.8pp |
| Employer contribution / active EE | $311 | $1,543-79.9% | $1,160-73.2% | $4,837-93.6% |
| Participant deferral / active EE | $1,202 | $2,871-58.1% | $2,146-44.0% | $6,341-81.0% |
| Admin fee / account holder | $819 | $4,545-82.0% | $3,380-75.8% | $12,309-93.3% |