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 | $47,876 | $110,094-56.5% | $151,611-68.4% | $68,494-30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 12.83% | -10.12%+23.0pp | 3.33%+9.5pp | -7.84%+20.7pp |
| Employer contribution / active EE | $4,680 | $4,471+4.7% | $6,166-24.1% | $2,596+80.2% |
| Participant deferral / active EE | $7,696 | $6,527+17.9% | $8,363-8.0% | $4,027+91.1% |
| Admin fee / account holder | $383 | $7,719-95.0% | $11,616-96.7% | $5,403-92.9% |