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 | $37,357 | $131,829-71.7% | $108,579-65.6% | $273,961-86.4% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | 6.68% | -91.57%+98.2pp | -51.70%+58.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,985 | $4,912-59.6% | $3,758-47.2% | $4,869-59.2% |
| Participant deferral / active EE | $6,058 | $5,127+18.2% | $4,311+40.5% | $5,287+14.6% |
| Admin fee / account holder | $2,530 | $10,252-75.3% | $7,645-66.9% | $10,132-75.0% |