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 | $53,052 | $61,660-14.0% | $80,019-33.7% | $64,186-17.3% |
| Participation rate | 78.1% | 71.7%+6.4pp | 75.8%+2.3pp | 69.6%+8.6pp |
| Annual return | -4.75% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $916 | $1,810-49.4% | $2,468-62.9% | $2,381-61.5% |
| Participant deferral / active EE | $3,722 | $2,968+25.4% | $3,686+1.0% | $3,470+7.3% |
| Admin fee / account holder | $604 | $5,417-88.8% | $6,521-90.7% | $4,888-87.6% |