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 | $42,097 | $50,958-17.4% | $74,550-43.5% | $64,186-34.4% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.1%+14.2pp | 69.6%+13.8pp |
| Annual return | -6.44% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,501 | $1,115+124.2% | $1,961+27.5% | $2,381+5.0% |
| Participant deferral / active EE | $6,097 | $2,301+164.9% | $3,108+96.2% | $3,470+75.7% |
| Admin fee / account holder | $3,414 | $4,223-19.1% | $5,060-32.5% | $4,888-30.2% |