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 4-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 | $2,962 | $81,625-96.4% | $58,482-94.9% | $139,434-97.9% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 18.01% | 7404.20%-7386.2pp | 4239.32%-4221.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,089 | $1,398-22.1% | $1,053+3.4% | $4,751-77.1% |
| Participant deferral / active EE | $471 | $2,557-81.6% | $1,924-75.5% | $6,710-93.0% |
| Admin fee / account holder | $323 | $3,265-90.1% | $2,516-87.1% | $11,403-97.2% |