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 | $34,344 | $52,681-34.8% | $75,781-54.7% | $59,632-42.4% |
| Participation rate | 94.1% | 67.2%+26.9pp | 75.8%+18.3pp | 68.7%+25.4pp |
| Annual return | -0.76% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,106 | $2,193-49.6% | $3,323-66.7% | $2,203-49.8% |
| Participant deferral / active EE | $1,674 | $2,591-35.4% | $3,651-54.2% | $3,192-47.6% |
| Admin fee / account holder | $3,737 | $3,610+3.5% | $5,299-29.5% | $4,297-13.0% |