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 | $66,743 | $167,307-60.1% | $143,757-53.6% | $134,475-50.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -15.90% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,036 | $5,619-63.8% | $4,951-58.9% | $4,740-57.0% |
| Participant deferral / active EE | $3,240 | $6,446-49.7% | $5,637-42.5% | $6,400-49.4% |
| Admin fee / account holder | $562 | $18,088-96.9% | $14,673-96.2% | $11,426-95.1% |