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 | $54,705 | $73,867-25.9% | $143,757-61.9% | $68,494-20.1% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -15.50% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,210 | $3,184-30.6% | $4,951-55.4% | $2,596-14.9% |
| Participant deferral / active EE | $4,728 | $3,384+39.7% | $5,637-16.1% | $4,027+17.4% |
| Admin fee / account holder | $783 | $5,755-86.4% | $14,673-94.7% | $5,403-85.5% |