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 | $9,779 | $24,730-60.5% | $66,042-85.2% | $84,808-88.5% |
| Participation rate | 92.4% | 68.1%+24.3pp | 67.5%+24.9pp | 68.3%+24.1pp |
| Annual return | 20.25% | 79.55%-59.3pp | 52.11%-31.9pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,147 | $857+33.8% | $1,579-27.4% | $2,631-56.4% |
| Participant deferral / active EE | $2,799 | $1,737+61.1% | $2,835-1.3% | $4,212-33.5% |
| Admin fee / account holder | $894 | $3,014-70.3% | $5,747-84.4% | $7,344-87.8% |