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 | $25,365 | $68,346-62.9% | $94,646-73.2% | $75,163-66.3% |
| Participation rate | 81.3% | 76.1%+5.1pp | 80.8%+0.4pp | 67.2%+14.1pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $8,853 | $2,701+227.8% | $3,672+141.1% | $2,670+231.6% |
| Participant deferral / active EE | $12,532 | $6,537+91.7% | $7,418+68.9% | $4,125+203.8% |
| Admin fee / account holder | $508 | $5,326-90.5% | $7,231-93.0% | $5,651-91.0% |