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 | $2,262 | $22,587-90.0% | $65,255-96.5% | $75,163-97.0% |
| Participation rate | 74.5% | 63.1%+11.4pp | 65.0%+9.5pp | 67.2%+7.3pp |
| Annual return | 65.54% | 71.03%-5.5pp | 47.35%+18.2pp | 160.62%-95.1pp |
| Employer contribution / active EE | $579 | $941-38.5% | $1,691-65.8% | $2,670-78.3% |
| Participant deferral / active EE | $944 | $1,695-44.3% | $2,831-66.7% | $4,125-77.1% |
| Admin fee / account holder | $491 | $1,876-73.8% | $4,112-88.1% | $5,651-91.3% |