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 | $5,611 | $24,730-77.3% | $66,042-91.5% | $84,808-93.4% |
| Participation rate | 72.4% | 68.1%+4.4pp | 67.5%+4.9pp | 68.3%+4.1pp |
| Annual return | 23.43% | 79.55%-56.1pp | 52.11%-28.7pp | 40.90%-17.5pp |
| Employer contribution / active EE | $410 | $857-52.2% | $1,579-74.1% | $2,631-84.4% |
| Participant deferral / active EE | $1,701 | $1,737-2.1% | $2,835-40.0% | $4,212-59.6% |
| Admin fee / account holder | $1,107 | $3,014-63.3% | $5,747-80.7% | $7,344-84.9% |