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 | $3,597 | $24,730-85.5% | $66,042-94.6% | $84,808-95.8% |
| Participation rate | 79.8% | 68.1%+11.7pp | 67.5%+12.3pp | 68.3%+11.5pp |
| Annual return | 17.40% | 79.55%-62.2pp | 52.11%-34.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $325 | $857-62.0% | $1,579-79.4% | $2,631-87.6% |
| Participant deferral / active EE | $1,310 | $1,737-24.6% | $2,835-53.8% | $4,212-68.9% |
| Admin fee / account holder | $1,771 | $3,014-41.3% | $5,747-69.2% | $7,344-75.9% |