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 | $6,160 | $24,730-75.1% | $66,042-90.7% | $84,808-92.7% |
| Participation rate | 74.5% | 68.1%+6.4pp | 67.5%+7.0pp | 68.3%+6.2pp |
| Annual return | 26.02% | 79.55%-53.5pp | 52.11%-26.1pp | 40.90%-14.9pp |
| Employer contribution / active EE | $538 | $857-37.2% | $1,579-65.9% | $2,631-79.5% |
| Participant deferral / active EE | $2,316 | $1,737+33.3% | $2,835-18.3% | $4,212-45.0% |
| Admin fee / account holder | $1,230 | $3,014-59.2% | $5,747-78.6% | $7,344-83.3% |