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 | $55,427 | $73,867-25.0% | $143,757-61.4% | $68,494-19.1% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | 1.40% | 1.01%+0.4pp | -0.04%+1.4pp | -7.84%+9.2pp |
| Employer contribution / active EE | $1,819 | $3,184-42.9% | $4,951-63.3% | $2,596-30.0% |
| Participant deferral / active EE | $1,429 | $3,384-57.8% | $5,637-74.7% | $4,027-64.5% |
| Admin fee / account holder | $416 | $5,755-92.8% | $14,673-97.2% | $5,403-92.3% |