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 | $29,070 | $42,383-31.4% | $76,523-62.0% | $64,186-54.7% |
| Participation rate | 84.5% | 58.1%+26.3pp | 68.0%+16.5pp | 69.6%+14.9pp |
| Annual return | 6.56% | -16.54%+23.1pp | -0.27%+6.8pp | 7.63%-1.1pp |
| Employer contribution / active EE | $1,118 | $1,563-28.5% | $2,647-57.8% | $2,381-53.0% |
| Participant deferral / active EE | $3,062 | $2,566+19.3% | $3,835-20.2% | $3,470-11.7% |
| Admin fee / account holder | $635 | $3,198-80.1% | $4,848-86.9% | $4,888-87.0% |