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 5-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 | $14,533 | $48,795-70.2% | $65,493-77.8% | $84,808-82.9% |
| Participation rate | 87.9% | 67.0%+21.0pp | 73.1%+14.8pp | 68.3%+19.6pp |
| Annual return | 16.04% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $804 | $1,930-58.3% | $2,574-68.8% | $2,631-69.4% |
| Participant deferral / active EE | $2,064 | $2,928-29.5% | $3,961-47.9% | $4,212-51.0% |
| Admin fee / account holder | $2,129 | $3,877-45.1% | $5,028-57.7% | $7,344-71.0% |