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 | $8,289 | $54,705-84.8% | $71,209-88.4% | $84,808-90.2% |
| Participation rate | 87.7% | 64.1%+23.6pp | 73.8%+13.9pp | 68.3%+19.4pp |
| Annual return | 19.43% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $820 | $2,158-62.0% | $2,721-69.9% | $2,631-68.8% |
| Participant deferral / active EE | $2,163 | $3,030-28.6% | $4,175-48.2% | $4,212-48.6% |
| Admin fee / account holder | $1,571 | $4,863-67.7% | $5,349-70.6% | $7,344-78.6% |