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 | $40,781 | $71,480-42.9% | $90,782-55.1% | $64,186-36.5% |
| Participation rate | 93.3% | 77.6%+15.8pp | 82.7%+10.7pp | 69.6%+23.8pp |
| Annual return | 0.72% | -4.25%+5.0pp | -3.42%+4.1pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,996 | $3,415-41.5% | $4,105-51.4% | $2,381-16.1% |
| Participant deferral / active EE | $1,885 | $4,302-56.2% | $5,366-64.9% | $3,470-45.7% |
| Admin fee / account holder | $7,461 | $6,309+18.3% | $5,908+26.3% | $4,888+52.6% |