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 | $5,002 | $24,730-79.8% | $66,042-92.4% | $84,808-94.1% |
| Participation rate | 78.6% | 68.1%+10.5pp | 67.5%+11.1pp | 68.3%+10.3pp |
| Annual return | 15.97% | 79.55%-63.6pp | 52.11%-36.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $627 | $857-26.8% | $1,579-60.3% | $2,631-76.2% |
| Participant deferral / active EE | $1,298 | $1,737-25.3% | $2,835-54.2% | $4,212-69.2% |
| Admin fee / account holder | $462 | $3,014-84.7% | $5,747-92.0% | $7,344-93.7% |