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 | $5,078 | $24,730-79.5% | $66,042-92.3% | $84,808-94.0% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 68.3%+3.1pp |
| Annual return | 15.96% | 79.55%-63.6pp | 52.11%-36.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $325 | $857-62.1% | $1,579-79.4% | $2,631-87.7% |
| Participant deferral / active EE | $1,674 | $1,737-3.6% | $2,835-41.0% | $4,212-60.2% |
| Admin fee / account holder | $993 | $3,014-67.1% | $5,747-82.7% | $7,344-86.5% |