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 | $2,941 | $24,730-88.1% | $66,042-95.5% | $84,808-96.5% |
| Participation rate | 85.1% | 68.1%+17.0pp | 67.5%+17.6pp | 68.3%+16.8pp |
| Annual return | 18.73% | 79.55%-60.8pp | 52.11%-33.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $213 | $857-75.2% | $1,579-86.5% | $2,631-91.9% |
| Participant deferral / active EE | $979 | $1,737-43.7% | $2,835-65.5% | $4,212-76.8% |
| Admin fee / account holder | $766 | $3,014-74.6% | $5,747-86.7% | $7,344-89.6% |