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 4-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 | $6,190 | $109,982-94.4% | $97,226-93.6% | $145,922-95.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.85% | 242.90%-228.1pp | 75.13%-60.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,359 | $3,084-23.5% | $2,729-13.5% | $4,660-49.4% |
| Participant deferral / active EE | $3,291 | $4,676-29.6% | $4,264-22.8% | $6,688-50.8% |
| Admin fee / account holder | $477 | $6,221-92.3% | $5,654-91.6% | $13,397-96.4% |