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 9-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 | $50,754 | $73,867-31.3% | $143,757-64.7% | $68,494-25.9% |
| Participation rate | 73.8% | 66.7%+7.2pp | 80.3%-6.5pp | 67.9%+5.9pp |
| Annual return | -5.98% | 1.01%-7.0pp | -0.04%-5.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $912 | $3,184-71.4% | $4,951-81.6% | $2,596-64.9% |
| Participant deferral / active EE | $3,919 | $3,384+15.8% | $5,637-30.5% | $4,027-2.7% |
| Admin fee / account holder | $598 | $5,755-89.6% | $14,673-95.9% | $5,403-88.9% |