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 8-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 | $106,925 | $108,172-1.2% | $77,482+38.0% | $158,922-32.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 6.90% | 31.67%-24.8pp | 54.79%-47.9pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2 | $1,325-99.8% | $986-99.8% | $4,761-100.0% |
| Participant deferral / active EE | $150 | $2,456-93.9% | $1,861-91.9% | $5,982-97.5% |
| Admin fee / account holder | $1,630 | $3,708-56.0% | $2,858-43.0% | $11,246-85.5% |