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 6-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 | $34,454 | $77,314-55.4% | $177,989-80.6% | $80,856-57.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.40% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,382 | $2,292-39.7% | $3,949-65.0% | $2,755-49.8% |
| Participant deferral / active EE | $1,826 | $4,411-58.6% | $6,276-70.9% | $4,296-57.5% |
| Admin fee / account holder | $1,292 | $7,191-82.0% | $10,363-87.5% | $6,918-81.3% |