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 | $57,028 | $167,307-65.9% | $143,757-60.3% | $134,475-57.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -15.29% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,933 | $5,619-65.6% | $4,951-61.0% | $4,740-59.2% |
| Participant deferral / active EE | $4,093 | $6,446-36.5% | $5,637-27.4% | $6,400-36.0% |
| Admin fee / account holder | $1,624 | $18,088-91.0% | $14,673-88.9% | $11,426-85.8% |