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 5-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 | $11,243 | $24,730-54.5% | $66,042-83.0% | $84,808-86.7% |
| Participation rate | 91.8% | 68.1%+23.7pp | 67.5%+24.3pp | 68.3%+23.5pp |
| Annual return | 19.24% | 79.55%-60.3pp | 52.11%-32.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $699 | $857-18.4% | $1,579-55.8% | $2,631-73.4% |
| Participant deferral / active EE | $2,467 | $1,737+42.0% | $2,835-13.0% | $4,212-41.4% |
| Admin fee / account holder | $747 | $3,014-75.2% | $5,747-87.0% | $7,344-89.8% |