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 | $21,719 | $42,894-49.4% | $60,874-64.3% | $68,494-68.3% |
| Participation rate | 73.1% | 66.8%+6.3pp | 73.1%0pp | 67.9%+5.2pp |
| Annual return | -15.41% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,495 | $1,978-24.4% | $2,701-44.7% | $2,596-42.4% |
| Participant deferral / active EE | $2,552 | $2,867-11.0% | $3,817-33.1% | $4,027-36.6% |
| Admin fee / account holder | $1,881 | $3,101-39.3% | $3,224-41.7% | $5,403-65.2% |