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 | $38,887 | $64,707-39.9% | $112,228-65.3% | $68,494-43.2% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | -8.64% | -11.40%+2.8pp | 27.45%-36.1pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,041 | $2,746-25.7% | $3,635-43.8% | $2,596-21.4% |
| Participant deferral / active EE | $2,932 | $3,565-17.7% | $4,728-38.0% | $4,027-27.2% |
| Admin fee / account holder | $6,348 | $5,232+21.3% | $6,410-1.0% | $5,403+17.5% |