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 | $34,056 | $59,805-43.1% | $79,550-57.2% | $68,494-50.3% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.5%+11.5pp | 67.9%+13.1pp |
| Annual return | -18.02% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,085 | $1,505-27.9% | $2,413-55.0% | $2,596-58.2% |
| Participant deferral / active EE | $3,994 | $3,024+32.1% | $3,985+0.2% | $4,027-0.8% |
| Admin fee / account holder | $1,068 | $4,835-77.9% | $6,832-84.4% | $5,403-80.2% |