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 | $22,545 | $54,726-58.8% | $68,793-67.2% | $64,186-64.9% |
| Participation rate | 82.5% | 68.0%+14.4pp | 72.2%+10.2pp | 69.6%+12.9pp |
| Annual return | 7.58% | -1.62%+9.2pp | -4.63%+12.2pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,050 | $1,846-43.1% | $2,625-60.0% | $2,381-55.9% |
| Participant deferral / active EE | $1,350 | $2,626-48.6% | $3,311-59.2% | $3,470-61.1% |
| Admin fee / account holder | $789 | $4,027-80.4% | $5,131-84.6% | $4,888-83.9% |