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 | $47,812 | $76,401-37.4% | $106,387-55.1% | $64,186-25.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -5.72% | -2.19%-3.5pp | 0.25%-6.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,008 | $2,680+49.5% | $3,520+13.9% | $2,381+68.3% |
| Participant deferral / active EE | $2,612 | $4,274-38.9% | $5,421-51.8% | $3,470-24.7% |
| Admin fee / account holder | $2,176 | $4,610-52.8% | $7,510-71.0% | $4,888-55.5% |