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 | $49,378 | $73,004-32.4% | $90,749-45.6% | $68,494-27.9% |
| Participation rate | 73.0% | 70.8%+2.1pp | 75.7%-2.7pp | 67.9%+5.1pp |
| Annual return | -16.11% | -13.81%-2.3pp | -12.16%-3.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,091 | $2,193-4.7% | $2,921-28.4% | $2,596-19.5% |
| Participant deferral / active EE | $1,862 | $3,627-48.7% | $4,564-59.2% | $4,027-53.8% |
| Admin fee / account holder | $1,509 | $5,896-74.4% | $8,445-82.1% | $5,403-72.1% |