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 | $70,135 | $71,883-2.4% | $86,677-19.1% | $68,494+2.4% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -11.12% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,422 | $2,173-34.6% | $2,836-49.9% | $2,596-45.2% |
| Participant deferral / active EE | $4,761 | $3,779+26.0% | $4,656+2.3% | $4,027+18.2% |
| Admin fee / account holder | $2,682 | $6,112-56.1% | $7,493-64.2% | $5,403-50.4% |