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 8-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 | $42,898 | $64,839-33.8% | $95,585-55.1% | $84,808-49.4% |
| Participation rate | 87.5% | 63.8%+23.7pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 15.79% | -670.96%+686.8pp | 38.56%-22.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,109 | $1,759-36.9% | $2,527-56.1% | $2,631-57.8% |
| Participant deferral / active EE | $5,095 | $2,965+71.9% | $4,023+26.7% | $4,212+21.0% |
| Admin fee / account holder | $928 | $5,964-84.4% | $6,127-84.8% | $7,344-87.4% |