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 6-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 | $12,252 | $24,730-50.5% | $66,042-81.4% | $84,808-85.6% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 68.3%+15.0pp |
| Annual return | 17.61% | 79.55%-61.9pp | 52.11%-34.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $738 | $857-13.9% | $1,579-53.3% | $2,631-72.0% |
| Participant deferral / active EE | $3,097 | $1,737+78.3% | $2,835+9.2% | $4,212-26.5% |
| Admin fee / account holder | $397 | $3,014-86.8% | $5,747-93.1% | $7,344-94.6% |