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 | $35,147 | $81,900-57.1% | $119,609-70.6% | $68,494-48.7% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -18.67% | -23.82%+5.1pp | -14.97%-3.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,688 | $2,693-37.3% | $4,232-60.1% | $2,596-35.0% |
| Participant deferral / active EE | $3,811 | $4,148-8.1% | $5,602-32.0% | $4,027-5.4% |
| Admin fee / account holder | $1,287 | $6,582-80.5% | $10,323-87.5% | $5,403-76.2% |