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 | $3,355 | $24,730-86.4% | $66,042-94.9% | $84,808-96.0% |
| Participation rate | 77.9% | 68.1%+9.8pp | 67.5%+10.4pp | 68.3%+9.6pp |
| Annual return | 17.44% | 79.55%-62.1pp | 52.11%-34.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $303 | $857-64.7% | $1,579-80.8% | $2,631-88.5% |
| Participant deferral / active EE | $1,107 | $1,737-36.3% | $2,835-61.0% | $4,212-73.7% |
| Admin fee / account holder | $824 | $3,014-72.7% | $5,747-85.7% | $7,344-88.8% |