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 | $2,963 | $25,014-88.2% | $69,647-95.7% | $80,856-96.3% |
| Participation rate | 90.7% | 64.2%+26.4pp | 66.5%+24.2pp | 67.6%+23.1pp |
| Annual return | 42.08% | 19.07%+23.0pp | 100.48%-58.4pp | 35.59%+6.5pp |
| Employer contribution / active EE | $1,307 | $993+31.6% | $1,712-23.7% | $2,755-52.6% |
| Participant deferral / active EE | $1,712 | $1,839-6.9% | $2,886-40.7% | $4,296-60.1% |
| Admin fee / account holder | $383 | $2,488-84.6% | $4,713-91.9% | $6,918-94.5% |