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 | $40,345 | $77,813-48.2% | $123,544-67.3% | $64,186-37.1% |
| Participation rate | 74.4% | 74.7%-0.3pp | 82.3%-7.9pp | 69.6%+4.9pp |
| Annual return | -7.65% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,391 | $3,014-53.9% | $4,628-70.0% | $2,381-41.6% |
| Participant deferral / active EE | $3,394 | $5,240-35.2% | $6,426-47.2% | $3,470-2.2% |
| Admin fee / account holder | $306 | $5,519-94.5% | $9,284-96.7% | $4,888-93.7% |