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 | $48,918 | $110,094-55.6% | $151,611-67.7% | $68,494-28.6% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -15.93% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,081 | $4,471-31.1% | $6,166-50.0% | $2,596+18.7% |
| Participant deferral / active EE | $4,897 | $6,527-25.0% | $8,363-41.4% | $4,027+21.6% |
| Admin fee / account holder | $2,094 | $7,719-72.9% | $11,616-82.0% | $5,403-61.2% |