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 | $8,320 | $30,400-72.6% | $53,898-84.6% | $84,808-90.2% |
| Participation rate | 75.6% | 46.4%+29.1pp | 55.0%+20.6pp | 68.3%+7.2pp |
| Annual return | 15.99% | 500.19%-484.2pp | 528.60%-512.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,473 | $1,199+106.3% | $1,826+35.4% | $4,212-41.3% |
| Admin fee / account holder | $693 | $1,993-65.2% | $2,491-72.2% | $7,344-90.6% |