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 | $2,832 | $25,014-88.7% | $69,647-95.9% | $80,856-96.5% |
| Participation rate | 71.7% | 64.2%+7.4pp | 66.5%+5.2pp | 67.6%+4.0pp |
| Annual return | 22.03% | 19.07%+3.0pp | 100.48%-78.5pp | 35.59%-13.6pp |
| Employer contribution / active EE | $389 | $993-60.8% | $1,712-77.3% | $2,755-85.9% |
| Participant deferral / active EE | $1,408 | $1,839-23.4% | $2,886-51.2% | $4,296-67.2% |
| Admin fee / account holder | $475 | $2,488-80.9% | $4,713-89.9% | $6,918-93.1% |