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 | $57,567 | $62,586-8.0% | $76,768-25.0% | $64,186-10.3% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | 0.24% | -1.95%+2.2pp | 2.43%-2.2pp | 7.63%-7.4pp |
| Employer contribution / active EE | $684 | $1,832-62.7% | $2,485-72.5% | $2,381-71.3% |
| Participant deferral / active EE | $3,013 | $3,145-4.2% | $3,852-21.8% | $3,470-13.1% |
| Admin fee / account holder | $936 | $4,667-79.9% | $6,675-86.0% | $4,888-80.9% |