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 | $51,252 | $50,958+0.6% | $74,550-31.3% | $64,186-20.2% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | -3.78% | -1.86%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $826 | $1,115-26.0% | $1,961-57.9% | $2,381-65.3% |
| Participant deferral / active EE | $4,407 | $2,301+91.5% | $3,108+41.8% | $3,470+27.0% |
| Admin fee / account holder | $2,233 | $4,223-47.1% | $5,060-55.9% | $4,888-54.3% |