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 | $39,153 | $59,805-34.5% | $79,550-50.8% | $68,494-42.8% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.5%+15.7pp | 67.9%+17.3pp |
| Annual return | -16.59% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,632 | $1,505+8.4% | $2,413-32.4% | $2,596-37.2% |
| Participant deferral / active EE | $5,246 | $3,024+73.5% | $3,985+31.6% | $4,027+30.3% |
| Admin fee / account holder | $1,992 | $4,835-58.8% | $6,832-70.8% | $5,403-63.1% |