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 | $47,511 | $95,971-50.5% | $74,550-36.3% | $135,375-64.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -6.57% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,771 | $2,716-34.8% | $1,961-9.7% | $4,779-62.9% |
| Participant deferral / active EE | $3,008 | $3,843-21.7% | $3,108-3.2% | $5,609-46.4% |
| Admin fee / account holder | $797 | $6,522-87.8% | $5,060-84.2% | $10,827-92.6% |