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 | $27,393 | $53,596-48.9% | $90,645-69.8% | $64,186-57.3% |
| Participation rate | 75.0% | 64.5%+10.5pp | 74.0%+1.0pp | 69.6%+5.4pp |
| Annual return | -6.84% | 4.41%-11.3pp | 1.88%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,012 | $1,503-32.6% | $2,532-60.0% | $2,381-57.5% |
| Participant deferral / active EE | $2,064 | $2,459-16.1% | $3,425-39.7% | $3,470-40.5% |
| Admin fee / account holder | $413 | $3,868-89.3% | $4,994-91.7% | $4,888-91.6% |