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 | $58,907 | $165,912-64.5% | $122,332-51.8% | $147,584-60.1% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $648 | $5,754-88.7% | $4,050-84.0% | $4,876-86.7% |
| Participant deferral / active EE | $1,435 | $4,005-64.2% | $3,287-56.3% | $5,439-73.6% |
| Admin fee / account holder | $1,954 | $7,424-73.7% | $5,478-64.3% | $10,885-82.0% |