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 | $35,461 | $53,596-33.8% | $90,645-60.9% | $64,186-44.8% |
| Participation rate | 92.6% | 64.5%+28.1pp | 74.0%+18.6pp | 69.6%+23.0pp |
| Annual return | -6.58% | 4.41%-11.0pp | 1.88%-8.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,684 | $1,503+145.1% | $2,532+45.5% | $2,381+54.7% |
| Participant deferral / active EE | $2,160 | $2,459-12.2% | $3,425-36.9% | $3,470-37.8% |
| Admin fee / account holder | $760 | $3,868-80.4% | $4,994-84.8% | $4,888-84.5% |