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 | $6,294 | $74,888-91.6% | $71,209-91.2% | $142,382-95.6% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 22.42% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $684 | $2,854-76.0% | $2,721-74.9% | $4,299-84.1% |
| Participant deferral / active EE | $1,805 | $4,454-59.5% | $4,175-56.8% | $6,507-72.3% |
| Admin fee / account holder | $301 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |