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 | $5,174 | $24,730-79.1% | $66,042-92.2% | $84,808-93.9% |
| Participation rate | 92.5% | 68.1%+24.4pp | 67.5%+25.0pp | 68.3%+24.2pp |
| Annual return | 54.45% | 79.55%-25.1pp | 52.11%+2.3pp | 40.90%+13.6pp |
| Employer contribution / active EE | $904 | $857+5.5% | $1,579-42.8% | $2,631-65.7% |
| Participant deferral / active EE | $1,559 | $1,737-10.2% | $2,835-45.0% | $4,212-63.0% |
| Admin fee / account holder | $1,112 | $3,014-63.1% | $5,747-80.6% | $7,344-84.9% |