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 9-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 | $22,557 | $77,634-70.9% | $156,549-85.6% | $62,891-64.1% |
| Participation rate | 74.2% | 71.2%+3.0pp | 84.0%-9.8pp | 69.3%+4.9pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $975 | $3,444-71.7% | $5,501-82.3% | $2,281-57.2% |
| Participant deferral / active EE | $1,850 | $3,045-39.2% | $4,871-62.0% | $3,203-42.2% |
| Admin fee / account holder | $1,038 | $5,561-81.3% | $13,027-92.0% | $4,296-75.8% |