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 | $35,639 | $64,707-44.9% | $112,228-68.2% | $68,494-48.0% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | 1.65% | -11.40%+13.1pp | 27.45%-25.8pp | -7.84%+9.5pp |
| Employer contribution / active EE | $4,579 | $2,746+66.8% | $3,635+26.0% | $2,596+76.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $834 | $5,232-84.1% | $6,410-87.0% | $5,403-84.6% |