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 | $21,489 | $71,050-69.8% | $93,606-77.0% | $80,856-73.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.91% | 11.26%-0.3pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $8,092 | $1,564+417.5% | $2,420+234.4% | $2,755+193.7% |
| Participant deferral / active EE | $3,157 | $4,034-21.7% | $4,411-28.4% | $4,296-26.5% |
| Admin fee / account holder | $741 | $6,945-89.3% | $8,285-91.1% | $6,918-89.3% |