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 | $23,151 | $77,813-70.2% | $123,544-81.3% | $64,186-63.9% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -8.00% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,153 | $3,014+37.8% | $4,628-10.3% | $2,381+74.4% |
| Participant deferral / active EE | $4,450 | $5,240-15.1% | $6,426-30.7% | $3,470+28.3% |
| Admin fee / account holder | $1,626 | $5,519-70.5% | $9,284-82.5% | $4,888-66.7% |