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 | $15,219 | $48,795-68.8% | $65,493-76.8% | $84,808-82.1% |
| Participation rate | 82.7% | 67.0%+15.7pp | 73.1%+9.6pp | 68.3%+14.4pp |
| Annual return | 15.66% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $743 | $1,930-61.5% | $2,574-71.1% | $2,631-71.8% |
| Participant deferral / active EE | $1,386 | $2,928-52.7% | $3,961-65.0% | $4,212-67.1% |
| Admin fee / account holder | $776 | $3,877-80.0% | $5,028-84.6% | $7,344-89.4% |