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 | $15,618 | $54,726-71.5% | $68,793-77.3% | $64,186-75.7% |
| Participation rate | 95.7% | 68.0%+27.6pp | 72.2%+23.4pp | 69.6%+26.1pp |
| Annual return | -6.38% | -1.62%-4.8pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $987 | $1,846-46.6% | $2,625-62.4% | $2,381-58.6% |
| Participant deferral / active EE | $1,850 | $2,626-29.6% | $3,311-44.1% | $3,470-46.7% |
| Admin fee / account holder | $841 | $4,027-79.1% | $5,131-83.6% | $4,888-82.8% |