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 | $2,856 | $25,014-88.6% | $69,647-95.9% | $80,856-96.5% |
| Participation rate | 79.5% | 64.2%+15.2pp | 66.5%+13.0pp | 67.6%+11.8pp |
| Annual return | 19.49% | 19.07%+0.4pp | 100.48%-81.0pp | 35.59%-16.1pp |
| Employer contribution / active EE | $880 | $993-11.4% | $1,712-48.6% | $2,755-68.1% |
| Participant deferral / active EE | $1,731 | $1,839-5.9% | $2,886-40.0% | $4,296-59.7% |
| Admin fee / account holder | $2,154 | $2,488-13.4% | $4,713-54.3% | $6,918-68.9% |