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 5-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 | $5,280 | $39,019-86.5% | $80,716-93.5% | $85,850-93.8% |
| Participation rate | 70.7% | 41.5%+29.2pp | 54.2%+16.6pp | 69.3%+1.4pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,247 | $722+72.7% | $1,160+7.5% | $2,565-51.4% |
| Participant deferral / active EE | $2,217 | $1,326+67.2% | $2,146+3.3% | $3,952-43.9% |
| Admin fee / account holder | $675 | $2,431-72.2% | $3,380-80.0% | $6,260-89.2% |