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 | $45,147 | $77,813-42.0% | $123,544-63.5% | $64,186-29.7% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.3%+13.8pp | 69.6%+26.5pp |
| Annual return | -6.41% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,027 | $3,014-32.8% | $4,628-56.2% | $2,381-14.9% |
| Participant deferral / active EE | $2,729 | $5,240-47.9% | $6,426-57.5% | $3,470-21.4% |
| Admin fee / account holder | $1,583 | $5,519-71.3% | $9,284-82.9% | $4,888-67.6% |