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 | $53,374 | $45,863+16.4% | $77,024-30.7% | $68,494-22.1% |
| Participation rate | 90.7% | 55.9%+34.8pp | 67.9%+22.8pp | 67.9%+22.8pp |
| Annual return | -16.30% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,014 | $1,650-38.5% | $2,812-64.0% | $2,596-61.0% |
| Participant deferral / active EE | $4,482 | $2,962+51.3% | $4,426+1.3% | $4,027+11.3% |
| Admin fee / account holder | $1,141 | $3,041-62.5% | $5,425-79.0% | $5,403-78.9% |