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 5-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 | $4,775 | $54,705-91.3% | $71,209-93.3% | $84,808-94.4% |
| Participation rate | 78.8% | 64.1%+14.8pp | 73.8%+5.1pp | 68.3%+10.5pp |
| Annual return | 15.79% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $380 | $2,158-82.4% | $2,721-86.0% | $2,631-85.5% |
| Participant deferral / active EE | $577 | $3,030-81.0% | $4,175-86.2% | $4,212-86.3% |
| Admin fee / account holder | $845 | $4,863-82.6% | $5,349-84.2% | $7,344-88.5% |