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 | $2,816 | $24,730-88.6% | $66,042-95.7% | $84,808-96.7% |
| Participation rate | 78.3% | 68.1%+10.2pp | 67.5%+10.8pp | 68.3%+9.9pp |
| Annual return | 21.71% | 79.55%-57.8pp | 52.11%-30.4pp | 40.90%-19.2pp |
| Employer contribution / active EE | $412 | $857-51.9% | $1,579-73.9% | $2,631-84.3% |
| Participant deferral / active EE | $887 | $1,737-48.9% | $2,835-68.7% | $4,212-78.9% |
| Admin fee / account holder | $338 | $3,014-88.8% | $5,747-94.1% | $7,344-95.4% |