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 | $54,570 | $140,578-61.2% | $100,671-45.8% | $125,391-56.5% |
| Participation rate | 95.7% | 80.4%+15.3pp | 70.7%+24.9pp | 83.2%+12.5pp |
| Annual return | -0.30% | 24.67%-25.0pp | 20.43%-20.7pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,245 | $3,981+82.0% | $3,144+130.5% | $5,352+35.4% |
| Admin fee / account holder | $1,141 | $6,716-83.0% | $4,850-76.5% | $9,540-88.0% |