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 | $28,571 | $64,839-55.9% | $95,585-70.1% | $84,808-66.3% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 17.66% | -670.96%+688.6pp | 38.56%-20.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,664 | $1,759+165.2% | $2,527+84.6% | $2,631+77.3% |
| Participant deferral / active EE | $7,248 | $2,965+144.5% | $4,023+80.2% | $4,212+72.1% |
| Admin fee / account holder | $5,577 | $5,964-6.5% | $6,127-9.0% | $7,344-24.1% |