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 | $42,840 | $46,674-8.2% | $117,472-63.5% | $68,494-37.5% |
| Participation rate | 70.6% | 56.8%+13.8pp | 70.6%0pp | 67.9%+2.7pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,875 | $1,505+24.6% | $4,176-55.1% | $2,596-27.8% |
| Participant deferral / active EE | $4,391 | $2,636+66.6% | $4,070+7.9% | $4,027+9.0% |
| Admin fee / account holder | $1,987 | $4,020-50.6% | $5,645-64.8% | $5,403-63.2% |