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 | $42,820 | $113,935-62.4% | $94,224-54.6% | $125,391-65.9% |
| Participation rate | 86.4% | 82.9%+3.5pp | 78.8%+7.6pp | 83.2%+3.2pp |
| Annual return | -1.16% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,509 | $4,727-46.9% | $3,587-30.1% | $4,866-48.4% |
| Participant deferral / active EE | $1,744 | $5,179-66.3% | $4,320-59.6% | $5,352-67.4% |
| Admin fee / account holder | $4,596 | $8,391-45.2% | $6,269-26.7% | $9,540-51.8% |