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 | $74,041 | $73,004+1.4% | $90,749-18.4% | $68,494+8.1% |
| Participation rate | 98.5% | 70.8%+27.7pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -17.22% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,348 | $2,193-38.5% | $2,921-53.9% | $2,596-48.1% |
| Participant deferral / active EE | $4,715 | $3,627+30.0% | $4,564+3.3% | $4,027+17.1% |
| Admin fee / account holder | $15,244 | $5,896+158.6% | $8,445+80.5% | $5,403+182.2% |