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 8-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 | $82,888 | $140,578-41.0% | $100,671-17.7% | $125,391-33.9% |
| Participation rate | 91.7% | 80.4%+11.3pp | 70.7%+21.0pp | 83.2%+8.5pp |
| Annual return | -2.19% | 24.67%-26.9pp | 20.43%-22.6pp | 282.22%-284.4pp |
| Employer contribution / active EE | $876 | $5,965-85.3% | $4,012-78.2% | $4,866-82.0% |
| Participant deferral / active EE | $5,650 | $3,981+41.9% | $3,144+79.7% | $5,352+5.6% |
| Admin fee / account holder | $620 | $6,716-90.8% | $4,850-87.2% | $9,540-93.5% |