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 | $27,791 | $64,707-57.1% | $112,228-75.2% | $68,494-59.4% |
| Participation rate | 82.5% | 67.2%+15.4pp | 75.1%+7.5pp | 67.9%+14.7pp |
| Annual return | -16.44% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,136 | $2,746+50.6% | $3,635+13.8% | $2,596+59.3% |
| Participant deferral / active EE | $3,824 | $3,565+7.3% | $4,728-19.1% | $4,027-5.0% |
| Admin fee / account holder | $5,953 | $5,232+13.8% | $6,410-7.1% | $5,403+10.2% |