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 | $49,091 | $95,193-48.4% | $76,523-35.8% | $135,375-63.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.81% | 4.85%-4.0pp | -0.27%+1.1pp | 519.73%-518.9pp |
| Employer contribution / active EE | $3,420 | $3,302+3.6% | $2,647+29.2% | $4,779-28.4% |
| Participant deferral / active EE | $7,006 | $4,639+51.0% | $3,835+82.7% | $5,609+24.9% |
| Admin fee / account holder | $9,822 | $6,249+57.2% | $4,848+102.6% | $10,827-9.3% |