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 | $37,786 | $56,357-33.0% | $104,294-63.8% | $68,494-44.8% |
| Participation rate | 89.1% | 63.3%+25.9pp | 73.3%+15.9pp | 67.9%+21.2pp |
| Annual return | -14.98% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,404 | $1,960-28.4% | $3,372-58.4% | $2,596-45.9% |
| Participant deferral / active EE | $4,169 | $3,077+35.5% | $4,625-9.9% | $4,027+3.5% |
| Admin fee / account holder | $1,825 | $4,903-62.8% | $7,339-75.1% | $5,403-66.2% |