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 | $5,846 | $27,641-78.9% | $61,373-90.5% | $68,494-91.5% |
| Participation rate | 77.4% | 39.5%+37.9pp | 52.6%+24.8pp | 67.9%+9.5pp |
| Annual return | 5.69% | -13.24%+18.9pp | 338.61%-332.9pp | -7.84%+13.5pp |
| Employer contribution / active EE | $1,149 | $695+65.3% | $1,159-0.9% | $2,596-55.7% |
| Participant deferral / active EE | $2,113 | $1,263+67.3% | $2,125-0.6% | $4,027-47.5% |
| Admin fee / account holder | $584 | $2,010-70.9% | $2,130-72.6% | $5,403-89.2% |