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 | $24,813 | $52,681-52.9% | $75,781-67.3% | $59,632-58.4% |
| Participation rate | 92.3% | 67.2%+25.1pp | 75.8%+16.5pp | 68.7%+23.6pp |
| Annual return | -0.52% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,547 | $2,193-29.5% | $3,323-53.5% | $2,203-29.8% |
| Participant deferral / active EE | $4,775 | $2,591+84.3% | $3,651+30.8% | $3,192+49.6% |
| Admin fee / account holder | $3,056 | $3,610-15.3% | $5,299-42.3% | $4,297-28.9% |