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 | $33,967 | $52,681-35.5% | $75,781-55.2% | $59,632-43.0% |
| Participation rate | 79.2% | 67.2%+11.9pp | 75.8%+3.3pp | 68.7%+10.5pp |
| Annual return | -2.25% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,533 | $2,193-30.1% | $3,323-53.9% | $2,203-30.4% |
| Participant deferral / active EE | $3,541 | $2,591+36.7% | $3,651-3.0% | $3,192+10.9% |
| Admin fee / account holder | $695 | $3,610-80.7% | $5,299-86.9% | $4,297-83.8% |