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 | $22,709 | $59,107-61.6% | $86,436-73.7% | $68,494-66.8% |
| Participation rate | 77.9% | 75.2%+2.7pp | 80.3%-2.4pp | 67.9%+10.1pp |
| Annual return | 0.26% | -0.23%+0.5pp | 4394.89%-4394.6pp | -7.84%+8.1pp |
| Employer contribution / active EE | $1,311 | $2,519-47.9% | $3,769-65.2% | $2,596-49.5% |
| Participant deferral / active EE | $10,830 | $5,901+83.5% | $6,952+55.8% | $4,027+168.9% |
| Admin fee / account holder | $2,765 | $5,637-51.0% | $6,731-58.9% | $5,403-48.8% |