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 | $34,915 | $62,586-44.2% | $76,768-54.5% | $64,186-45.6% |
| Participation rate | 81.4% | 72.8%+8.6pp | 77.0%+4.4pp | 69.6%+11.8pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,133 | $1,832-38.1% | $2,485-54.4% | $2,381-52.4% |
| Participant deferral / active EE | $1,919 | $3,145-39.0% | $3,852-50.2% | $3,470-44.7% |
| Admin fee / account holder | $1,106 | $4,667-76.3% | $6,675-83.4% | $4,888-77.4% |