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 | $14,158 | $56,114-74.8% | $96,139-85.3% | $85,850-83.5% |
| Participation rate | 90.1% | 56.7%+33.4pp | 68.4%+21.7pp | 69.3%+20.8pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,150 | $1,620-29.0% | $2,797-58.9% | $2,565-55.2% |
| Participant deferral / active EE | $2,271 | $2,859-20.6% | $4,349-47.8% | $3,952-42.5% |
| Admin fee / account holder | $2,051 | $3,768-45.6% | $5,537-63.0% | $6,260-67.2% |