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 | $43,613 | $52,836-17.5% | $105,738-58.8% | $64,186-32.1% |
| Participation rate | 96.3% | 66.5%+29.8pp | 76.3%+20.0pp | 69.6%+26.7pp |
| Annual return | -5.20% | 14.30%-19.5pp | 6.27%-11.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,014 | $1,827-44.5% | $3,268-69.0% | $2,381-57.4% |
| Participant deferral / active EE | $1,386 | $2,545-45.6% | $4,080-66.0% | $3,470-60.1% |
| Admin fee / account holder | $5,320 | $3,959+34.4% | $6,913-23.0% | $4,888+8.8% |