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 | $33,448 | $62,586-46.6% | $76,768-56.4% | $64,186-47.9% |
| Participation rate | 91.4% | 72.8%+18.6pp | 77.0%+14.5pp | 69.6%+21.9pp |
| Annual return | -2.43% | -1.95%-0.5pp | 2.43%-4.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,328 | $1,832-27.5% | $2,485-46.5% | $2,381-44.2% |
| Participant deferral / active EE | $2,951 | $3,145-6.1% | $3,852-23.4% | $3,470-14.9% |
| Admin fee / account holder | $1,805 | $4,667-61.3% | $6,675-73.0% | $4,888-63.1% |