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 10-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 | $34,524 | $106,115-67.5% | $85,969-59.8% | $125,391-72.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 76.5%+6.8pp | 83.2%+0.1pp |
| Annual return | -0.87% | 13.93%-14.8pp | 9.32%-10.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $917 | $4,537-79.8% | $3,474-73.6% | $4,866-81.2% |
| Participant deferral / active EE | $1,271 | $4,859-73.8% | $3,829-66.8% | $5,352-76.2% |
| Admin fee / account holder | $668 | $8,144-91.8% | $6,053-89.0% | $9,540-93.0% |