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 | $21,816 | $46,674-53.3% | $117,472-81.4% | $68,494-68.1% |
| Participation rate | 93.8% | 56.8%+37.0pp | 70.6%+23.2pp | 67.9%+25.9pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,665 | $1,505+77.1% | $4,176-36.2% | $2,596+2.6% |
| Participant deferral / active EE | $2,768 | $2,636+5.0% | $4,070-32.0% | $4,027-31.3% |
| Admin fee / account holder | $4,420 | $4,020+10.0% | $5,645-21.7% | $5,403-18.2% |