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 9-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 | $10,073 | $73,867-86.4% | $143,757-93.0% | $68,494-85.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -6.03% | 1.01%-7.0pp | -0.04%-6.0pp | -7.84%+1.8pp |
| Employer contribution / active EE | $786 | $3,184-75.3% | $4,951-84.1% | $2,596-69.7% |
| Participant deferral / active EE | $1,092 | $3,384-67.7% | $5,637-80.6% | $4,027-72.9% |
| Admin fee / account holder | $5,054 | $5,755-12.2% | $14,673-65.6% | $5,403-6.5% |