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 | $53,938 | $92,222-41.5% | $76,768-29.7% | $135,375-60.2% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -7.56% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,909 | $3,216-9.5% | $2,485+17.1% | $4,779-39.1% |
| Participant deferral / active EE | $5,790 | $4,509+28.4% | $3,852+50.3% | $5,609+3.2% |
| Admin fee / account holder | $1,904 | $10,748-82.3% | $6,675-71.5% | $10,827-82.4% |