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 | $3,341 | $24,730-86.5% | $66,042-94.9% | $84,808-96.1% |
| Participation rate | 90.0% | 68.1%+21.9pp | 67.5%+22.5pp | 68.3%+21.7pp |
| Annual return | 23.19% | 79.55%-56.4pp | 52.11%-28.9pp | 40.90%-17.7pp |
| Employer contribution / active EE | $499 | $857-41.8% | $1,579-68.4% | $2,631-81.0% |
| Participant deferral / active EE | $1,684 | $1,737-3.1% | $2,835-40.6% | $4,212-60.0% |
| Admin fee / account holder | $665 | $3,014-77.9% | $5,747-88.4% | $7,344-90.9% |