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 | $43,632 | $53,596-18.6% | $90,645-51.9% | $64,186-32.0% |
| Participation rate | 83.0% | 64.5%+18.5pp | 74.0%+9.0pp | 69.6%+13.4pp |
| Annual return | -2.59% | 4.41%-7.0pp | 1.88%-4.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,354 | $1,503-9.9% | $2,532-46.5% | $2,381-43.1% |
| Participant deferral / active EE | $1,616 | $2,459-34.3% | $3,425-52.8% | $3,470-53.4% |
| Admin fee / account holder | $1,271 | $3,868-67.1% | $4,994-74.6% | $4,888-74.0% |