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 7-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 | $39,980 | $73,004-45.2% | $90,749-55.9% | $68,494-41.6% |
| Participation rate | 89.3% | 70.8%+18.5pp | 75.7%+13.6pp | 67.9%+21.4pp |
| Annual return | 7.97% | -13.81%+21.8pp | -12.16%+20.1pp | -7.84%+15.8pp |
| Employer contribution / active EE | $6,492 | $2,193+196.0% | $2,921+122.3% | $2,596+150.0% |
| Participant deferral / active EE | $18,702 | $3,627+415.7% | $4,564+309.8% | $4,027+364.4% |
| Admin fee / account holder | $2,256 | $5,896-61.7% | $8,445-73.3% | $5,403-58.3% |