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 | $8,657 | $48,795-82.3% | $65,493-86.8% | $84,808-89.8% |
| Participation rate | 82.9% | 67.0%+15.9pp | 73.1%+9.8pp | 68.3%+14.5pp |
| Annual return | 21.25% | 20.20%+1.1pp | 982.45%-961.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,417 | $1,930-26.6% | $2,574-45.0% | $2,631-46.2% |
| Participant deferral / active EE | $2,070 | $2,928-29.3% | $3,961-47.8% | $4,212-50.9% |
| Admin fee / account holder | $1,234 | $3,877-68.2% | $5,028-75.5% | $7,344-83.2% |