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 | $14,023 | $84,527-83.4% | $67,711-79.3% | $125,391-88.8% |
| Participation rate | 81.8% | 74.8%+7.0pp | 67.5%+14.3pp | 83.2%-1.4pp |
| Annual return | -1.27% | 2.57%-3.8pp | 25.41%-26.7pp | 282.22%-283.5pp |
| Employer contribution / active EE | $866 | $3,292-73.7% | $2,559-66.2% | $4,866-82.2% |
| Participant deferral / active EE | $3,681 | $4,429-16.9% | $3,585+2.7% | $5,352-31.2% |
| Admin fee / account holder | $551 | $5,340-89.7% | $4,255-87.1% | $9,540-94.2% |