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 | $3,131 | $22,587-86.1% | $65,255-95.2% | $75,163-95.8% |
| Participation rate | 85.7% | 63.1%+22.6pp | 65.0%+20.8pp | 67.2%+18.5pp |
| Annual return | 73.82% | 71.03%+2.8pp | 47.35%+26.5pp | 160.62%-86.8pp |
| Employer contribution / active EE | $589 | $941-37.4% | $1,691-65.2% | $2,670-77.9% |
| Participant deferral / active EE | $1,005 | $1,695-40.7% | $2,831-64.5% | $4,125-75.6% |
| Admin fee / account holder | $308 | $1,876-83.6% | $4,112-92.5% | $5,651-94.5% |