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 | $11,116 | $67,331-83.5% | $60,874-81.7% | $134,475-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,762 | $3,096-10.8% | $2,701+2.2% | $4,740-41.7% |
| Participant deferral / active EE | $9,224 | $4,538+103.2% | $3,817+141.7% | $6,400+44.1% |
| Admin fee / account holder | $304 | $4,582-93.4% | $3,224-90.6% | $11,426-97.3% |