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 | $36,660 | $59,805-38.7% | $79,550-53.9% | $68,494-46.5% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | 1.60% | -12.30%+13.9pp | 0.16%+1.4pp | -7.84%+9.4pp |
| Employer contribution / active EE | $1,987 | $1,505+32.1% | $2,413-17.6% | $2,596-23.5% |
| Participant deferral / active EE | $3,335 | $3,024+10.3% | $3,985-16.3% | $4,027-17.2% |
| Admin fee / account holder | $1,824 | $4,835-62.3% | $6,832-73.3% | $5,403-66.2% |