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 | $3,293 | $24,730-86.7% | $66,042-95.0% | $84,808-96.1% |
| Participation rate | 81.4% | 68.1%+13.3pp | 67.5%+13.9pp | 68.3%+13.1pp |
| Annual return | 22.34% | 79.55%-57.2pp | 52.11%-29.8pp | 40.90%-18.6pp |
| Employer contribution / active EE | $405 | $857-52.7% | $1,579-74.4% | $2,631-84.6% |
| Participant deferral / active EE | $1,644 | $1,737-5.4% | $2,835-42.0% | $4,212-61.0% |
| Admin fee / account holder | $810 | $3,014-73.1% | $5,747-85.9% | $7,344-89.0% |