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 | $59,303 | $59,805-0.8% | $79,550-25.5% | $68,494-13.4% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.3pp | 67.9%+26.8pp |
| Annual return | -14.22% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,752 | $1,505+282.2% | $2,413+138.3% | $2,596+121.5% |
| Participant deferral / active EE | $4,445 | $3,024+47.0% | $3,985+11.5% | $4,027+10.4% |
| Admin fee / account holder | $7,258 | $4,835+50.1% | $6,832+6.2% | $5,403+34.3% |