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 | $33,247 | $52,681-36.9% | $75,781-56.1% | $59,632-44.2% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.5pp |
| Annual return | -0.37% | 2.95%-3.3pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $378 | $2,193-82.8% | $3,323-88.6% | $2,203-82.9% |
| Participant deferral / active EE | $7,340 | $2,591+183.3% | $3,651+101.0% | $3,192+130.0% |
| Admin fee / account holder | $6,028 | $3,610+67.0% | $5,299+13.8% | $4,297+40.3% |