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 | $44,486 | $167,307-73.4% | $143,757-69.1% | $134,475-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.59% | 0.46%+1.1pp | -0.04%+1.6pp | 417.96%-416.4pp |
| Employer contribution / active EE | $7,886 | $5,619+40.3% | $4,951+59.3% | $4,740+66.4% |
| Participant deferral / active EE | $6,320 | $6,446-1.9% | $5,637+12.1% | $6,400-1.2% |
| Admin fee / account holder | $1,157 | $18,088-93.6% | $14,673-92.1% | $11,426-89.9% |