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 | $29,546 | $83,337-64.5% | $67,834-56.4% | $273,961-89.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.66% | 259.45%-251.8pp | 138.47%-130.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,012 | $3,287-69.2% | $2,403-57.9% | $4,869-79.2% |
| Participant deferral / active EE | $2,232 | $4,088-45.4% | $3,160-29.4% | $5,287-57.8% |
| Admin fee / account holder | $1,155 | $6,752-82.9% | $4,622-75.0% | $10,132-88.6% |