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 | $6,573 | $25,014-73.7% | $69,647-90.6% | $80,856-91.9% |
| Participation rate | 83.5% | 64.2%+19.3pp | 66.5%+17.1pp | 67.6%+15.9pp |
| Annual return | 54.67% | 19.07%+35.6pp | 100.48%-45.8pp | 35.59%+19.1pp |
| Employer contribution / active EE | $642 | $993-35.3% | $1,712-62.5% | $2,755-76.7% |
| Participant deferral / active EE | $1,471 | $1,839-20.0% | $2,886-49.0% | $4,296-65.7% |
| Admin fee / account holder | $703 | $2,488-71.8% | $4,713-85.1% | $6,918-89.8% |