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 | $21,756 | $56,053-61.2% | $75,972-71.4% | $80,856-73.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 36.15% | 20.53%+15.6pp | 359.55%-323.4pp | 35.59%+0.6pp |
| Employer contribution / active EE | $1,521 | $1,874-18.8% | $2,685-43.3% | $2,755-44.8% |
| Participant deferral / active EE | $3,043 | $3,052-0.3% | $4,255-28.5% | $4,296-29.2% |
| Admin fee / account holder | $2,832 | $5,234-45.9% | $6,467-56.2% | $6,918-59.1% |