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 | $2,752 | $25,014-89.0% | $69,647-96.0% | $80,856-96.6% |
| Participation rate | 75.5% | 64.2%+11.3pp | 66.5%+9.1pp | 67.6%+7.9pp |
| Annual return | 18.43% | 19.07%-0.6pp | 100.48%-82.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $437 | $993-56.0% | $1,712-74.5% | $2,755-84.1% |
| Participant deferral / active EE | $1,107 | $1,839-39.8% | $2,886-61.6% | $4,296-74.2% |
| Admin fee / account holder | $650 | $2,488-73.9% | $4,713-86.2% | $6,918-90.6% |