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 | $50,822 | $52,903-3.9% | $73,307-30.7% | $59,632-14.8% |
| Participation rate | 87.3% | 68.2%+19.1pp | 74.9%+12.4pp | 68.7%+18.6pp |
| Annual return | -2.36% | 12.20%-14.6pp | 5.67%-8.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,134 | $1,909-40.6% | $3,237-65.0% | $2,203-48.5% |
| Participant deferral / active EE | $2,549 | $4,069-37.4% | $4,991-48.9% | $3,192-20.1% |
| Admin fee / account holder | $2,875 | $3,834-25.0% | $5,637-49.0% | $4,297-33.1% |