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 10-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 | $32,098 | $167,307-80.8% | $143,757-77.7% | $134,475-76.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 6.52% | 0.46%+6.1pp | -0.04%+6.6pp | 417.96%-411.4pp |
| Employer contribution / active EE | $3,861 | $5,619-31.3% | $4,951-22.0% | $4,740-18.5% |
| Participant deferral / active EE | $2,529 | $6,446-60.8% | $5,637-55.1% | $6,400-60.5% |
| Admin fee / account holder | $431 | $18,088-97.6% | $14,673-97.1% | $11,426-96.2% |