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 | $66,863 | $59,805+11.8% | $79,550-15.9% | $68,494-2.4% |
| Participation rate | 89.1% | 61.1%+28.1pp | 69.5%+19.6pp | 67.9%+21.2pp |
| Annual return | -13.21% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,299 | $3,024+75.2% | $3,985+33.0% | $4,027+31.6% |
| Admin fee / account holder | $1,837 | $4,835-62.0% | $6,832-73.1% | $5,403-66.0% |