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 | $35,087 | $64,707-45.8% | $112,228-68.7% | $68,494-48.8% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -0.63% | -11.40%+10.8pp | 27.45%-28.1pp | -7.84%+7.2pp |
| Employer contribution / active EE | $3,340 | $2,746+21.6% | $3,635-8.1% | $2,596+28.6% |
| Participant deferral / active EE | $6,224 | $3,565+74.6% | $4,728+31.6% | $4,027+54.5% |
| Admin fee / account holder | $1,919 | $5,232-63.3% | $6,410-70.1% | $5,403-64.5% |