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 | $45,272 | $64,707-30.0% | $112,228-59.7% | $68,494-33.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -6.21% | -11.40%+5.2pp | 27.45%-33.7pp | -7.84%+1.6pp |
| Employer contribution / active EE | $2,046 | $2,746-25.5% | $3,635-43.7% | $2,596-21.2% |
| Participant deferral / active EE | $4,173 | $3,565+17.1% | $4,728-11.7% | $4,027+3.6% |
| Admin fee / account holder | $1,810 | $5,232-65.4% | $6,410-71.8% | $5,403-66.5% |