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 | $4,392 | $24,730-82.2% | $66,042-93.4% | $84,808-94.8% |
| Participation rate | 70.4% | 68.1%+2.3pp | 67.5%+2.9pp | 68.3%+2.1pp |
| Annual return | 19.60% | 79.55%-59.9pp | 52.11%-32.5pp | 40.90%-21.3pp |
| Employer contribution / active EE | $624 | $857-27.2% | $1,579-60.5% | $2,631-76.3% |
| Participant deferral / active EE | $1,587 | $1,737-8.6% | $2,835-44.0% | $4,212-62.3% |
| Admin fee / account holder | $1,356 | $3,014-55.0% | $5,747-76.4% | $7,344-81.5% |