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 5-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 | $8,442 | $24,730-65.9% | $66,042-87.2% | $84,808-90.0% |
| Participation rate | 83.8% | 68.1%+15.7pp | 67.5%+16.3pp | 68.3%+15.5pp |
| Annual return | 19.12% | 79.55%-60.4pp | 52.11%-33.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $671 | $857-21.7% | $1,579-57.5% | $2,631-74.5% |
| Participant deferral / active EE | $1,828 | $1,737+5.3% | $2,835-35.5% | $4,212-56.6% |
| Admin fee / account holder | $1,700 | $3,014-43.6% | $5,747-70.4% | $7,344-76.9% |