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 | $44,956 | $61,660-27.1% | $80,019-43.8% | $64,186-30.0% |
| Participation rate | 74.5% | 71.7%+2.8pp | 75.8%-1.4pp | 69.6%+4.9pp |
| Annual return | -7.04% | -0.33%-6.7pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,760 | $1,810-2.8% | $2,468-28.7% | $2,381-26.1% |
| Participant deferral / active EE | $3,810 | $2,968+28.4% | $3,686+3.4% | $3,470+9.8% |
| Admin fee / account holder | $2,676 | $5,417-50.6% | $6,521-59.0% | $4,888-45.3% |