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 | $63,425 | $64,707-2.0% | $112,228-43.5% | $68,494-7.4% |
| Participation rate | 82.9% | 67.2%+15.7pp | 75.1%+7.8pp | 67.9%+15.0pp |
| Annual return | -14.90% | -11.40%-3.5pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,546 | $2,746+29.1% | $3,635-2.4% | $2,596+36.6% |
| Participant deferral / active EE | $6,752 | $3,565+89.4% | $4,728+42.8% | $4,027+67.7% |
| Admin fee / account holder | $3,499 | $5,232-33.1% | $6,410-45.4% | $5,403-35.2% |