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 | $20,791 | $52,681-60.5% | $75,781-72.6% | $59,632-65.1% |
| Participation rate | 82.9% | 67.2%+15.6pp | 75.8%+7.0pp | 68.7%+14.2pp |
| Annual return | -0.64% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,352 | $2,193-38.4% | $3,323-59.3% | $2,203-38.6% |
| Participant deferral / active EE | $2,472 | $2,591-4.6% | $3,651-32.3% | $3,192-22.5% |
| Admin fee / account holder | $510 | $3,610-85.9% | $5,299-90.4% | $4,297-88.1% |