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 5-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 | $26,385 | $167,307-84.2% | $143,757-81.6% | $134,475-80.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 9.62% | 0.46%+9.2pp | -0.04%+9.7pp | 417.96%-408.3pp |
| Employer contribution / active EE | $1,599 | $5,619-71.5% | $4,951-67.7% | $4,740-66.3% |
| Participant deferral / active EE | $6,724 | $6,446+4.3% | $5,637+19.3% | $6,400+5.1% |
| Admin fee / account holder | $744 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |