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 | $5,524 | $24,730-77.7% | $66,042-91.6% | $84,808-93.5% |
| Participation rate | 83.0% | 68.1%+14.9pp | 67.5%+15.4pp | 68.3%+14.6pp |
| Annual return | 20.94% | 79.55%-58.6pp | 52.11%-31.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $562 | $857-34.4% | $1,579-64.4% | $2,631-78.7% |
| Participant deferral / active EE | $1,541 | $1,737-11.3% | $2,835-45.6% | $4,212-63.4% |
| Admin fee / account holder | $863 | $3,014-71.4% | $5,747-85.0% | $7,344-88.2% |