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 | $87,397 | $142,344-38.6% | $119,609-26.9% | $134,475-35.0% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -11.40% | -12.44%+1.0pp | -14.97%+3.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,842 | $5,222-45.6% | $4,232-32.9% | $4,740-40.0% |
| Participant deferral / active EE | $6,014 | $6,469-7.0% | $5,602+7.4% | $6,400-6.0% |
| Admin fee / account holder | $1,514 | $13,584-88.9% | $10,323-85.3% | $11,426-86.7% |