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 | $28,309 | $67,411-58.0% | $91,001-68.9% | $70,131-59.6% |
| Participation rate | 92.3% | 71.4%+20.9pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 13.47% | -40.16%+53.6pp | 4.60%+8.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $442 | $1,786-75.2% | $2,456-82.0% | $2,342-81.1% |
| Participant deferral / active EE | $2,274 | $2,823-19.4% | $3,547-35.9% | $3,332-31.8% |
| Admin fee / account holder | $1,555 | $4,236-63.3% | $5,417-71.3% | $4,645-66.5% |