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 | $21,403 | $56,484-62.1% | $169,463-87.4% | $64,186-66.7% |
| Participation rate | 73.2% | 64.5%+8.7pp | 77.8%-4.6pp | 69.6%+3.6pp |
| Annual return | -3.53% | -1.55%-2.0pp | 1.83%-5.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $714 | $1,832-61.0% | $4,159-82.8% | $2,381-70.0% |
| Participant deferral / active EE | $3,274 | $3,448-5.0% | $5,277-37.9% | $3,470-5.6% |
| Admin fee / account holder | $2,184 | $4,174-47.7% | $9,109-76.0% | $4,888-55.3% |