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 | $57,266 | $110,094-48.0% | $151,611-62.2% | $68,494-16.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 87.5%-17.5pp | 67.9%+2.1pp |
| Annual return | -18.39% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,127 | $4,471-52.4% | $6,166-65.5% | $2,596-18.1% |
| Participant deferral / active EE | $5,632 | $6,527-13.7% | $8,363-32.7% | $4,027+39.9% |
| Admin fee / account holder | $3,664 | $7,719-52.5% | $11,616-68.5% | $5,403-32.2% |