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 7-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 | $24,260 | $54,229-55.3% | $70,092-65.4% | $68,494-64.6% |
| Participation rate | 87.5% | 64.5%+23.0pp | 70.5%+17.0pp | 67.9%+19.6pp |
| Annual return | 1.45% | -13.87%+15.3pp | 190.73%-189.3pp | -7.84%+9.3pp |
| Employer contribution / active EE | $2,937 | $2,018+45.5% | $2,559+14.8% | $2,596+13.1% |
| Participant deferral / active EE | $5,548 | $2,956+87.7% | $3,849+44.2% | $4,027+37.8% |
| Admin fee / account holder | $573 | $4,694-87.8% | $6,267-90.9% | $5,403-89.4% |