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 | $37,516 | $72,404-48.2% | $110,238-66.0% | $64,186-41.6% |
| Participation rate | 70.2% | 73.3%-3.1pp | 79.8%-9.6pp | 69.6%+0.6pp |
| Annual return | -7.47% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,342 | $2,282-41.2% | $3,826-64.9% | $2,381-43.7% |
| Participant deferral / active EE | $4,210 | $3,469+21.4% | $4,672-9.9% | $3,470+21.4% |
| Admin fee / account holder | $2,235 | $5,664-60.5% | $8,547-73.9% | $4,888-54.3% |