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 | $15,501 | $56,484-72.6% | $169,463-90.9% | $64,186-75.8% |
| Participation rate | 80.6% | 64.5%+16.0pp | 77.8%+2.8pp | 69.6%+11.0pp |
| Annual return | -2.60% | -1.55%-1.0pp | 1.83%-4.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,643 | $1,832-10.3% | $4,159-60.5% | $2,381-31.0% |
| Participant deferral / active EE | $4,809 | $3,448+39.5% | $5,277-8.9% | $3,470+38.6% |
| Admin fee / account holder | $8,688 | $4,174+108.1% | $9,109-4.6% | $4,888+77.7% |