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 | $3,328 | $24,730-86.5% | $66,042-95.0% | $84,808-96.1% |
| Participation rate | 70.2% | 68.1%+2.1pp | 67.5%+2.7pp | 68.3%+1.9pp |
| Annual return | 19.76% | 79.55%-59.8pp | 52.11%-32.4pp | 40.90%-21.1pp |
| Employer contribution / active EE | $203 | $857-76.3% | $1,579-87.1% | $2,631-92.3% |
| Participant deferral / active EE | $951 | $1,737-45.2% | $2,835-66.5% | $4,212-77.4% |
| Admin fee / account holder | $772 | $3,014-74.4% | $5,747-86.6% | $7,344-89.5% |