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 | $3,786 | $20,316-81.4% | $66,042-94.3% | $74,304-94.9% |
| Participation rate | 79.0% | 62.8%+16.3pp | 67.5%+11.5pp | 60.3%+18.7pp |
| Annual return | 14.90% | 28.10%-13.2pp | 52.11%-37.2pp | 29.43%-14.5pp |
| Employer contribution / active EE | $595 | $745-20.1% | $1,579-62.3% | $2,241-73.5% |
| Participant deferral / active EE | $1,093 | $1,615-32.3% | $2,835-61.4% | $3,767-71.0% |
| Admin fee / account holder | $1,661 | $1,668-0.4% | $5,747-71.1% | $2,969-44.1% |