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 | $37,608 | $58,577-35.8% | $83,333-54.9% | $64,186-41.4% |
| Participation rate | 71.0% | 72.0%-1.1pp | 77.8%-6.8pp | 69.6%+1.4pp |
| Annual return | -4.50% | 9.65%-14.1pp | 10.63%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,168 | $2,098+51.0% | $3,379-6.2% | $2,381+33.1% |
| Participant deferral / active EE | $7,518 | $4,654+61.5% | $5,565+35.1% | $3,470+116.7% |
| Admin fee / account holder | $961 | $9,275-89.6% | $7,510-87.2% | $4,888-80.3% |