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 | $28,615 | $67,411-57.6% | $91,001-68.6% | $70,131-59.2% |
| Participation rate | 71.4% | 71.4%+0.1pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 17.05% | -40.16%+57.2pp | 4.60%+12.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,786 | $1,7860% | $2,456-27.3% | $2,342-23.8% |
| Participant deferral / active EE | $1,297 | $2,823-54.0% | $3,547-63.4% | $3,332-61.1% |
| Admin fee / account holder | $534 | $4,236-87.4% | $5,417-90.1% | $4,645-88.5% |