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 | $64,360 | $81,900-21.4% | $119,609-46.2% | $68,494-6.0% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -8.65% | -23.82%+15.2pp | -14.97%+6.3pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,536 | $2,693-43.0% | $4,232-63.7% | $2,596-40.9% |
| Participant deferral / active EE | $2,895 | $4,148-30.2% | $5,602-48.3% | $4,027-28.1% |
| Admin fee / account holder | $5,385 | $6,582-18.2% | $10,323-47.8% | $5,403-0.3% |