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 | $53,406 | $62,586-14.7% | $76,768-30.4% | $64,186-16.8% |
| Participation rate | 95.4% | 72.8%+22.6pp | 77.0%+18.4pp | 69.6%+25.8pp |
| Annual return | -4.62% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,334 | $1,832-27.2% | $2,485-46.3% | $2,381-44.0% |
| Participant deferral / active EE | $4,115 | $3,145+30.9% | $3,852+6.8% | $3,470+18.6% |
| Admin fee / account holder | $2,472 | $4,667-47.0% | $6,675-63.0% | $4,888-49.4% |