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 | $59,623 | $50,958+17.0% | $74,550-20.0% | $64,186-7.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.97% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,154 | $1,115+3.5% | $1,961-41.2% | $2,381-51.5% |
| Participant deferral / active EE | $2,060 | $2,301-10.5% | $3,108-33.7% | $3,470-40.6% |
| Admin fee / account holder | $1,055 | $4,223-75.0% | $5,060-79.2% | $4,888-78.4% |