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 | $58,007 | $113,935-49.1% | $94,224-38.4% | $125,391-53.7% |
| Participation rate | 95.5% | 82.9%+12.6pp | 78.8%+16.7pp | 83.2%+12.3pp |
| Annual return | -0.28% | 5.29%-5.6pp | 10.68%-11.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $4,548 | $4,727-3.8% | $3,587+26.8% | $4,866-6.5% |
| Participant deferral / active EE | $8,604 | $5,179+66.1% | $4,320+99.2% | $5,352+60.8% |
| Admin fee / account holder | $3,506 | $8,391-58.2% | $6,269-44.1% | $9,540-63.3% |