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 | $50,369 | $61,660-18.3% | $80,019-37.1% | $64,186-21.5% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.8%+11.1pp | 69.6%+17.4pp |
| Annual return | -4.85% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,154 | $1,810+19.0% | $2,468-12.7% | $2,381-9.5% |
| Participant deferral / active EE | $2,080 | $2,968-29.9% | $3,686-43.6% | $3,470-40.1% |
| Admin fee / account holder | $3,712 | $5,417-31.5% | $6,521-43.1% | $4,888-24.1% |