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 | $44,476 | $71,883-38.1% | $86,677-48.7% | $68,494-35.1% |
| Participation rate | 79.7% | 72.2%+7.4pp | 76.6%+3.1pp | 67.9%+11.8pp |
| Annual return | -11.34% | 3.52%-14.9pp | 35.91%-47.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,537 | $2,173-29.3% | $2,836-45.8% | $2,596-40.8% |
| Participant deferral / active EE | $3,412 | $3,779-9.7% | $4,656-26.7% | $4,027-15.3% |
| Admin fee / account holder | $2,248 | $6,112-63.2% | $7,493-70.0% | $5,403-58.4% |