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 | $4,007 | $24,730-83.8% | $66,042-93.9% | $84,808-95.3% |
| Participation rate | 88.2% | 68.1%+20.1pp | 67.5%+20.7pp | 68.3%+19.9pp |
| Annual return | 23.19% | 79.55%-56.4pp | 52.11%-28.9pp | 40.90%-17.7pp |
| Employer contribution / active EE | $485 | $857-43.3% | $1,579-69.3% | $2,631-81.6% |
| Participant deferral / active EE | $1,498 | $1,737-13.8% | $2,835-47.2% | $4,212-64.4% |
| Admin fee / account holder | $528 | $3,014-82.5% | $5,747-90.8% | $7,344-92.8% |