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 | $31,032 | $50,958-39.1% | $74,550-58.4% | $64,186-51.7% |
| Participation rate | 94.3% | 61.1%+33.2pp | 69.1%+25.1pp | 69.6%+24.7pp |
| Annual return | -4.18% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,482 | $1,115+32.9% | $1,961-24.4% | $2,381-37.7% |
| Participant deferral / active EE | $2,010 | $2,301-12.7% | $3,108-35.3% | $3,470-42.1% |
| Admin fee / account holder | $941 | $4,223-77.7% | $5,060-81.4% | $4,888-80.8% |