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 | $42,212 | $62,586-32.6% | $76,768-45.0% | $64,186-34.2% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.3pp | 69.6%+7.1pp |
| Annual return | -5.68% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,650 | $1,832-10.0% | $2,485-33.6% | $2,381-30.7% |
| Participant deferral / active EE | $4,306 | $3,145+36.9% | $3,852+11.8% | $3,470+24.1% |
| Admin fee / account holder | $7,142 | $4,667+53.0% | $6,675+7.0% | $4,888+46.1% |