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 | $43,057 | $65,435-34.2% | $86,677-50.3% | $66,914-35.7% |
| Participation rate | 86.3% | 75.5%+10.8pp | 76.6%+9.7pp | 69.8%+16.5pp |
| Annual return | 34.65% | -10.89%+45.5pp | 35.91%-1.3pp | 1.58%+33.1pp |
| Employer contribution / active EE | $8,288 | $2,153+284.9% | $2,836+192.2% | $2,544+225.8% |
| Participant deferral / active EE | $15,694 | $4,100+282.7% | $4,656+237.1% | $4,237+270.4% |
| Admin fee / account holder | $3,737 | $642+482.5% | $7,493-50.1% | $593+529.9% |