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 | $70,869 | $73,867-4.1% | $143,757-50.7% | $68,494+3.5% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,498 | $3,184-53.0% | $4,951-69.7% | $2,596-42.3% |
| Participant deferral / active EE | $3,393 | $3,384+0.2% | $5,637-39.8% | $4,027-15.8% |
| Admin fee / account holder | $1,538 | $5,755-73.3% | $14,673-89.5% | $5,403-71.5% |