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 3-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 | $3,393 | $24,730-86.3% | $66,042-94.9% | $84,808-96.0% |
| Participation rate | 83.6% | 68.1%+15.5pp | 67.5%+16.1pp | 68.3%+15.3pp |
| Annual return | 21.68% | 79.55%-57.9pp | 52.11%-30.4pp | 40.90%-19.2pp |
| Employer contribution / active EE | $538 | $857-37.2% | $1,579-65.9% | $2,631-79.5% |
| Participant deferral / active EE | $1,234 | $1,737-28.9% | $2,835-56.5% | $4,212-70.7% |
| Admin fee / account holder | $1,325 | $3,014-56.0% | $5,747-76.9% | $7,344-82.0% |