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 | $24,546 | $62,586-60.8% | $76,768-68.0% | $64,186-61.8% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -6.86% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,461 | $1,832+88.9% | $2,485+39.3% | $2,381+45.4% |
| Participant deferral / active EE | $1,777 | $3,145-43.5% | $3,852-53.9% | $3,470-48.8% |
| Admin fee / account holder | $2,143 | $4,667-54.1% | $6,675-67.9% | $4,888-56.2% |