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 | $5,034 | $24,730-79.6% | $66,042-92.4% | $84,808-94.1% |
| Participation rate | 90.3% | 68.1%+22.2pp | 67.5%+22.8pp | 68.3%+22.0pp |
| Annual return | 19.14% | 79.55%-60.4pp | 52.11%-33.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $463 | $857-46.0% | $1,579-70.7% | $2,631-82.4% |
| Participant deferral / active EE | $2,002 | $1,737+15.3% | $2,835-29.4% | $4,212-52.5% |
| Admin fee / account holder | $1,569 | $3,014-47.9% | $5,747-72.7% | $7,344-78.6% |