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 | $3,898 | $24,730-84.2% | $66,042-94.1% | $84,808-95.4% |
| Participation rate | 89.8% | 68.1%+21.7pp | 67.5%+22.3pp | 68.3%+21.5pp |
| Annual return | 43.90% | 79.55%-35.6pp | 52.11%-8.2pp | 40.90%+3.0pp |
| Employer contribution / active EE | $2,610 | $857+204.6% | $1,579+65.2% | $2,631-0.8% |
| Participant deferral / active EE | $1,688 | $1,737-2.8% | $2,835-40.5% | $4,212-59.9% |
| Admin fee / account holder | $683 | $3,014-77.3% | $5,747-88.1% | $7,344-90.7% |