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 | $6,726 | $56,053-88.0% | $75,972-91.1% | $80,856-91.7% |
| Participation rate | 77.4% | 62.0%+15.4pp | 69.1%+8.4pp | 67.6%+9.8pp |
| Annual return | 15.55% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,633 | $1,874+40.5% | $2,685-1.9% | $2,755-4.4% |
| Participant deferral / active EE | $1,894 | $3,052-37.9% | $4,255-55.5% | $4,296-55.9% |
| Admin fee / account holder | $530 | $5,234-89.9% | $6,467-91.8% | $6,918-92.3% |