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 | $38,352 | $48,265-20.5% | $68,791-44.2% | $68,494-44.0% |
| Participation rate | 97.0% | 60.7%+36.3pp | 69.0%+28.0pp | 67.9%+29.1pp |
| Annual return | -9.44% | -12.71%+3.3pp | -6.38%-3.1pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,649 | $1,829-9.8% | $2,655-37.9% | $2,596-36.5% |
| Participant deferral / active EE | $2,820 | $2,867-1.6% | $3,941-28.5% | $4,027-30.0% |
| Admin fee / account holder | $4,800 | $4,355+10.2% | $4,932-2.7% | $5,403-11.2% |