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 | $28,391 | $82,664-65.7% | $125,339-77.3% | $68,494-58.5% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 0.25% | -5.97%+6.2pp | 572.05%-571.8pp | -7.84%+8.1pp |
| Employer contribution / active EE | $7,138 | $3,381+111.1% | $4,814+48.3% | $2,596+174.9% |
| Participant deferral / active EE | $12,953 | $6,110+112.0% | $7,446+74.0% | $4,027+221.6% |
| Admin fee / account holder | $1,321 | $6,275-79.0% | $10,010-86.8% | $5,403-75.6% |