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 | $32,044 | $58,577-45.3% | $83,333-61.5% | $64,186-50.1% |
| Participation rate | 81.2% | 72.0%+9.1pp | 77.8%+3.4pp | 69.6%+11.6pp |
| Annual return | -2.91% | 9.65%-12.6pp | 10.63%-13.5pp | 7.63%-10.5pp |
| Employer contribution / active EE | $500 | $2,098-76.2% | $3,379-85.2% | $2,381-79.0% |
| Participant deferral / active EE | $2,827 | $4,654-39.3% | $5,565-49.2% | $3,470-18.5% |
| Admin fee / account holder | $311 | $9,275-96.7% | $7,510-95.9% | $4,888-93.6% |