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 | $33,693 | $83,908-59.8% | $68,509-50.8% | $125,391-73.1% |
| Participation rate | 95.5% | 78.2%+17.3pp | 74.7%+20.7pp | 83.2%+12.3pp |
| Annual return | 0.10% | 14.48%-14.4pp | 8.27%-8.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $566 | $3,031-81.3% | $2,278-75.2% | $4,866-88.4% |
| Participant deferral / active EE | $2,495 | $4,125-39.5% | $3,382-26.2% | $5,352-53.4% |
| Admin fee / account holder | $374 | $8,982-95.8% | $5,275-92.9% | $9,540-96.1% |