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 | $2,668 | $24,730-89.2% | $66,042-96.0% | $84,808-96.9% |
| Participation rate | 89.8% | 68.1%+21.7pp | 67.5%+22.3pp | 68.3%+21.5pp |
| Annual return | 14.96% | 79.55%-64.6pp | 52.11%-37.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $326 | $857-61.9% | $1,579-79.3% | $2,631-87.6% |
| Participant deferral / active EE | $1,362 | $1,737-21.6% | $2,835-52.0% | $4,212-67.7% |
| Admin fee / account holder | $1,417 | $3,014-53.0% | $5,747-75.3% | $7,344-80.7% |