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 6-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 | $19,405 | $64,839-70.1% | $95,585-79.7% | $84,808-77.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 21.18% | -670.96%+692.1pp | 38.56%-17.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $806 | $1,759-54.2% | $2,527-68.1% | $2,631-69.4% |
| Participant deferral / active EE | $2,951 | $2,965-0.5% | $4,023-26.6% | $4,212-29.9% |
| Admin fee / account holder | $716 | $5,964-88.0% | $6,127-88.3% | $7,344-90.2% |