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 | $23,449 | $40,256-41.8% | $57,343-59.1% | $59,632-60.7% |
| Participation rate | 91.1% | 69.2%+21.9pp | 75.1%+16.0pp | 68.7%+22.4pp |
| Annual return | -1.19% | 27.49%-28.7pp | 24.39%-25.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $809 | $1,922-57.9% | $2,689-69.9% | $2,203-63.3% |
| Participant deferral / active EE | $3,292 | $2,399+37.2% | $3,162+4.1% | $3,192+3.2% |
| Admin fee / account holder | $454 | $2,818-83.9% | $3,356-86.5% | $4,297-89.4% |