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 | $3,067 | $24,733-87.6% | $69,647-95.6% | $74,495-95.9% |
| Participation rate | 77.0% | 63.5%+13.5pp | 66.5%+10.5pp | 67.2%+9.8pp |
| Annual return | 21.02% | 18.55%+2.5pp | 100.48%-79.5pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $553 | $1,001-44.7% | $1,712-67.7% | $2,623-78.9% |
| Participant deferral / active EE | $1,268 | $1,901-33.3% | $2,886-56.1% | $4,346-70.8% |
| Admin fee / account holder | $803 | $1,892-57.6% | $4,713-83.0% | $1,942-58.6% |