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 | $3,424 | $25,014-86.3% | $69,647-95.1% | $80,856-95.8% |
| Participation rate | 73.9% | 64.2%+9.7pp | 66.5%+7.5pp | 67.6%+6.3pp |
| Annual return | 15.37% | 19.07%-3.7pp | 100.48%-85.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $870 | $993-12.4% | $1,712-49.2% | $2,755-68.4% |
| Participant deferral / active EE | $2,134 | $1,839+16.1% | $2,886-26.0% | $4,296-50.3% |
| Admin fee / account holder | $473 | $2,488-81.0% | $4,713-90.0% | $6,918-93.2% |