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 6-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 | $51,321 | $59,805-14.2% | $79,550-35.5% | $68,494-25.1% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.5%+3.8pp | 67.9%+5.4pp |
| Annual return | 3.17% | -12.30%+15.5pp | 0.16%+3.0pp | -7.84%+11.0pp |
| Employer contribution / active EE | $406 | $1,505-73.0% | $2,413-83.2% | $2,596-84.4% |
| Participant deferral / active EE | $1,963 | $3,024-35.1% | $3,985-50.8% | $4,027-51.3% |
| Admin fee / account holder | $378 | $4,835-92.2% | $6,832-94.5% | $5,403-93.0% |