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 | $4,489 | $22,587-80.1% | $65,255-93.1% | $75,163-94.0% |
| Participation rate | 96.9% | 63.1%+33.8pp | 65.0%+31.9pp | 67.2%+29.7pp |
| Annual return | 17.96% | 71.03%-53.1pp | 47.35%-29.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $498 | $941-47.0% | $1,691-70.5% | $2,670-81.3% |
| Participant deferral / active EE | $2,903 | $1,695+71.3% | $2,831+2.6% | $4,125-29.6% |
| Admin fee / account holder | $991 | $1,876-47.1% | $4,112-75.9% | $5,651-82.5% |