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 | $69,876 | $97,881-28.6% | $80,004-12.7% | $125,391-44.3% |
| Participation rate | 85.7% | 77.9%+7.9pp | 73.0%+12.7pp | 83.2%+2.5pp |
| Annual return | 0.01% | 9.36%-9.3pp | 7.63%-7.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,859 | $3,128-40.5% | $2,473-24.8% | $4,866-61.8% |
| Participant deferral / active EE | $4,520 | $3,744+20.7% | $3,204+41.1% | $5,352-15.5% |
| Admin fee / account holder | $3,583 | $6,278-42.9% | $5,033-28.8% | $9,540-62.4% |