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 3-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 | $3,699 | $24,730-85.0% | $66,042-94.4% | $84,808-95.6% |
| Participation rate | 73.8% | 68.1%+5.7pp | 67.5%+6.3pp | 68.3%+5.5pp |
| Annual return | 24.22% | 79.55%-55.3pp | 52.11%-27.9pp | 40.90%-16.7pp |
| Employer contribution / active EE | $219 | $857-74.4% | $1,579-86.1% | $2,631-91.7% |
| Participant deferral / active EE | $1,142 | $1,737-34.3% | $2,835-59.7% | $4,212-72.9% |
| Admin fee / account holder | $785 | $3,014-73.9% | $5,747-86.3% | $7,344-89.3% |