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 | $27,717 | $82,286-66.3% | $68,791-59.7% | $134,475-79.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 18.20% | -2.19%+20.4pp | -6.38%+24.6pp | 417.96%-399.8pp |
| Employer contribution / active EE | $3,451 | $3,301+4.6% | $2,655+30.0% | $4,740-27.2% |
| Participant deferral / active EE | $8,424 | $4,739+77.8% | $3,941+113.7% | $6,400+31.6% |
| Admin fee / account holder | $4,630 | $6,481-28.6% | $4,932-6.1% | $11,426-59.5% |