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 | $36,445 | $61,660-40.9% | $80,019-54.5% | $64,186-43.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.32% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,737 | $1,810-4.1% | $2,468-29.6% | $2,381-27.0% |
| Participant deferral / active EE | $3,741 | $2,968+26.1% | $3,686+1.5% | $3,470+7.8% |
| Admin fee / account holder | $1,590 | $5,417-70.6% | $6,521-75.6% | $4,888-67.5% |