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 3-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 | $16,769 | $117,983-85.8% | $101,794-83.5% | $142,382-88.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 87.94% | 36.92%+51.0pp | 30.53%+57.4pp | 217.08%-129.1pp |
| Employer contribution / active EE | $567 | $2,773-79.6% | $2,289-75.2% | $4,299-86.8% |
| Participant deferral / active EE | $3,065 | $4,714-35.0% | $4,084-25.0% | $6,507-52.9% |
| Admin fee / account holder | $496 | $10,433-95.2% | $8,777-94.4% | $12,624-96.1% |