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 | $45,681 | $71,883-36.5% | $86,677-47.3% | $68,494-33.3% |
| Participation rate | 78.5% | 72.2%+6.2pp | 76.6%+1.9pp | 67.9%+10.6pp |
| Annual return | -14.21% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,369 | $2,173-37.0% | $2,836-51.7% | $2,596-47.3% |
| Participant deferral / active EE | $7,953 | $3,779+110.5% | $4,656+70.8% | $4,027+97.5% |
| Admin fee / account holder | $2,322 | $6,112-62.0% | $7,493-69.0% | $5,403-57.0% |