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 3-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 | $3,242 | $20,316-84.0% | $66,042-95.1% | $74,304-95.6% |
| Participation rate | 83.5% | 62.8%+20.7pp | 67.5%+16.0pp | 60.3%+23.1pp |
| Annual return | 21.59% | 28.10%-6.5pp | 52.11%-30.5pp | 29.43%-7.8pp |
| Employer contribution / active EE | $325 | $745-56.3% | $1,579-79.4% | $2,241-85.5% |
| Participant deferral / active EE | $901 | $1,615-44.2% | $2,835-68.2% | $3,767-76.1% |
| Admin fee / account holder | $913 | $1,668-45.3% | $5,747-84.1% | $2,969-69.2% |