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 | $11,583 | $40,256-71.2% | $57,343-79.8% | $59,632-80.6% |
| Participation rate | 78.0% | 69.2%+8.9pp | 75.1%+3.0pp | 68.7%+9.4pp |
| Annual return | -0.98% | 27.49%-28.5pp | 24.39%-25.4pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,559 | $1,922+33.2% | $2,689-4.8% | $2,203+16.2% |
| Participant deferral / active EE | $1,289 | $2,399-46.3% | $3,162-59.2% | $3,192-59.6% |
| Admin fee / account holder | $1,252 | $2,818-55.5% | $3,356-62.7% | $4,297-70.9% |