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 | $28,780 | $49,280-41.6% | $67,313-57.2% | $64,186-55.2% |
| Participation rate | 82.2% | 60.8%+21.4pp | 69.1%+13.1pp | 69.6%+12.7pp |
| Annual return | -7.19% | -1.39%-5.8pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,591 | $1,668-4.6% | $2,566-38.0% | $2,381-33.2% |
| Participant deferral / active EE | $2,611 | $2,484+5.1% | $3,568-26.8% | $3,470-24.7% |
| Admin fee / account holder | $1,397 | $3,863-63.8% | $4,507-69.0% | $4,888-71.4% |