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 | $3,197 | $22,587-85.8% | $65,255-95.1% | $75,163-95.7% |
| Participation rate | 83.8% | 63.1%+20.7pp | 65.0%+18.9pp | 67.2%+16.6pp |
| Annual return | 40.88% | 71.03%-30.1pp | 47.35%-6.5pp | 160.62%-119.7pp |
| Employer contribution / active EE | $941 | $941+0.1% | $1,691-44.4% | $2,670-64.8% |
| Participant deferral / active EE | $2,281 | $1,695+34.5% | $2,831-19.4% | $4,125-44.7% |
| Admin fee / account holder | $823 | $1,876-56.1% | $4,112-80.0% | $5,651-85.4% |