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 | $7,626 | $24,730-69.2% | $66,042-88.5% | $84,808-91.0% |
| Participation rate | 82.8% | 68.1%+14.7pp | 67.5%+15.3pp | 68.3%+14.5pp |
| Annual return | 22.43% | 79.55%-57.1pp | 52.11%-29.7pp | 40.90%-18.5pp |
| Employer contribution / active EE | $675 | $857-21.2% | $1,579-57.2% | $2,631-74.3% |
| Participant deferral / active EE | $1,443 | $1,737-16.9% | $2,835-49.1% | $4,212-65.7% |
| Admin fee / account holder | $712 | $3,014-76.4% | $5,747-87.6% | $7,344-90.3% |