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 | $3,762 | $24,730-84.8% | $66,042-94.3% | $84,808-95.6% |
| Participation rate | 97.4% | 68.1%+29.3pp | 67.5%+29.9pp | 68.3%+29.1pp |
| Annual return | 18.82% | 79.55%-60.7pp | 52.11%-33.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $441 | $857-48.6% | $1,579-72.1% | $2,631-83.3% |
| Participant deferral / active EE | $1,357 | $1,737-21.9% | $2,835-52.1% | $4,212-67.8% |
| Admin fee / account holder | $823 | $3,014-72.7% | $5,747-85.7% | $7,344-88.8% |