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 | $30,293 | $56,484-46.4% | $169,463-82.1% | $64,186-52.8% |
| Participation rate | 70.2% | 64.5%+5.7pp | 77.8%-7.5pp | 69.6%+0.7pp |
| Annual return | -4.57% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $315 | $1,832-82.8% | $4,159-92.4% | $2,381-86.8% |
| Participant deferral / active EE | $1,924 | $3,448-44.2% | $5,277-63.5% | $3,470-44.5% |
| Admin fee / account holder | $1,069 | $4,174-74.4% | $9,109-88.3% | $4,888-78.1% |