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 | $1,434 | $22,587-93.7% | $65,255-97.8% | $75,163-98.1% |
| Participation rate | 86.1% | 63.1%+23.0pp | 65.0%+21.2pp | 67.2%+18.9pp |
| Annual return | 27.80% | 71.03%-43.2pp | 47.35%-19.6pp | 160.62%-132.8pp |
| Employer contribution / active EE | $481 | $941-48.9% | $1,691-71.6% | $2,670-82.0% |
| Participant deferral / active EE | $1,339 | $1,695-21.0% | $2,831-52.7% | $4,125-67.5% |
| Admin fee / account holder | $674 | $1,876-64.1% | $4,112-83.6% | $5,651-88.1% |