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 | $4,136 | $24,730-83.3% | $66,042-93.7% | $84,808-95.1% |
| Participation rate | 78.9% | 68.1%+10.9pp | 67.5%+11.4pp | 68.3%+10.6pp |
| Annual return | 20.43% | 79.55%-59.1pp | 52.11%-31.7pp | 40.90%-20.5pp |
| Employer contribution / active EE | $509 | $857-40.5% | $1,579-67.7% | $2,631-80.6% |
| Participant deferral / active EE | $1,002 | $1,737-42.3% | $2,835-64.7% | $4,212-76.2% |
| Admin fee / account holder | $568 | $3,014-81.1% | $5,747-90.1% | $7,344-92.3% |