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 | $5,146 | $54,705-90.6% | $71,209-92.8% | $84,808-93.9% |
| Participation rate | 70.6% | 64.1%+6.5pp | 73.8%-3.2pp | 68.3%+2.3pp |
| Annual return | 19.56% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,734 | $3,030-42.8% | $4,175-58.5% | $4,212-58.8% |
| Admin fee / account holder | $1,889 | $4,863-61.1% | $5,349-64.7% | $7,344-74.3% |