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 | $41,135 | $43,327-5.1% | $59,878-31.3% | $64,186-35.9% |
| Participation rate | 93.2% | 69.2%+24.0pp | 74.7%+18.5pp | 69.6%+23.6pp |
| Annual return | 10.01% | -1.55%+11.6pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,075 | $2,028-47.0% | $2,722-60.5% | $2,381-54.9% |
| Participant deferral / active EE | $3,501 | $2,546+37.5% | $3,402+2.9% | $3,470+0.9% |
| Admin fee / account holder | $10,178 | $3,005+238.7% | $3,590+183.5% | $4,888+108.2% |