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 10-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 | $22,213 | $49,177-54.8% | $79,464-72.0% | $64,186-65.4% |
| Participation rate | 79.4% | 65.0%+14.4pp | 73.3%+6.1pp | 69.6%+9.8pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,089 | $2,076-47.6% | $2,800-61.1% | $2,381-54.3% |
| Participant deferral / active EE | $2,644 | $2,821-6.3% | $3,704-28.6% | $3,470-23.8% |
| Admin fee / account holder | $571 | $3,839-85.1% | $5,113-88.8% | $4,888-88.3% |