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 | $45,181 | $50,958-11.3% | $74,550-39.4% | $64,186-29.6% |
| Participation rate | 80.6% | 61.1%+19.5pp | 69.1%+11.4pp | 69.6%+11.0pp |
| Annual return | -7.99% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,679 | $1,115+50.5% | $1,961-14.4% | $2,381-29.5% |
| Participant deferral / active EE | $4,550 | $2,301+97.7% | $3,108+46.4% | $3,470+31.1% |
| Admin fee / account holder | $649 | $4,223-84.6% | $5,060-87.2% | $4,888-86.7% |