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 10-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 | $23,106 | $59,332-61.1% | $90,223-74.4% | $59,632-61.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -1.65% | 3.25%-4.9pp | 1.31%-3.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $4,821 | $3,031+59.1% | $4,378+10.1% | $2,203+118.9% |
| Participant deferral / active EE | $3,006 | $4,369-31.2% | $5,792-48.1% | $3,192-5.8% |
| Admin fee / account holder | $1,745 | $5,032-65.3% | $7,406-76.4% | $4,297-59.4% |