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 | $7,593 | $24,730-69.3% | $66,042-88.5% | $84,808-91.0% |
| Participation rate | 84.4% | 68.1%+16.3pp | 67.5%+16.9pp | 68.3%+16.1pp |
| Annual return | 16.97% | 79.55%-62.6pp | 52.11%-35.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,256 | $857+46.7% | $1,579-20.4% | $2,631-52.2% |
| Participant deferral / active EE | $1,337 | $1,737-23.0% | $2,835-52.9% | $4,212-68.3% |
| Admin fee / account holder | $648 | $3,014-78.5% | $5,747-88.7% | $7,344-91.2% |