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 | $2,877 | $24,730-88.4% | $66,042-95.6% | $84,808-96.6% |
| Participation rate | 83.8% | 68.1%+15.7pp | 67.5%+16.3pp | 68.3%+15.5pp |
| Annual return | 16.51% | 79.55%-63.0pp | 52.11%-35.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,232 | $1,737-29.1% | $2,835-56.6% | $4,212-70.7% |
| Admin fee / account holder | $805 | $3,014-73.3% | $5,747-86.0% | $7,344-89.0% |