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 | $2,766 | $25,014-88.9% | $69,647-96.0% | $80,856-96.6% |
| Participation rate | 81.3% | 64.2%+17.1pp | 66.5%+14.9pp | 67.6%+13.7pp |
| Annual return | 16.59% | 19.07%-2.5pp | 100.48%-83.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $892 | $993-10.2% | $1,712-47.9% | $2,755-67.6% |
| Participant deferral / active EE | $1,806 | $1,839-1.8% | $2,886-37.4% | $4,296-58.0% |
| Admin fee / account holder | $775 | $2,488-68.9% | $4,713-83.6% | $6,918-88.8% |