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 6-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 | $2,504 | $24,730-89.9% | $66,042-96.2% | $84,808-97.0% |
| Participation rate | 74.0% | 68.1%+5.9pp | 67.5%+6.5pp | 68.3%+5.7pp |
| Annual return | 20.10% | 79.55%-59.4pp | 52.11%-32.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $814 | $1,737-53.2% | $2,835-71.3% | $4,212-80.7% |
| Admin fee / account holder | $331 | $3,014-89.0% | $5,747-94.2% | $7,344-95.5% |