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 | $9,908 | $56,053-82.3% | $75,972-87.0% | $80,856-87.7% |
| Participation rate | 78.9% | 62.0%+16.9pp | 69.1%+9.9pp | 67.6%+11.3pp |
| Annual return | 18.16% | 20.53%-2.4pp | 359.55%-341.4pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,011 | $1,874-46.0% | $2,685-62.3% | $2,755-63.3% |
| Participant deferral / active EE | $2,936 | $3,052-3.8% | $4,255-31.0% | $4,296-31.6% |
| Admin fee / account holder | $660 | $5,234-87.4% | $6,467-89.8% | $6,918-90.5% |