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 | $47,974 | $50,958-5.9% | $74,550-35.6% | $64,186-25.3% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.1%+9.4pp | 69.6%+9.0pp |
| Annual return | -7.72% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,667 | $1,115+49.5% | $1,961-15.0% | $2,381-30.0% |
| Participant deferral / active EE | $4,971 | $2,301+116.0% | $3,108+59.9% | $3,470+43.3% |
| Admin fee / account holder | $1,296 | $4,223-69.3% | $5,060-74.4% | $4,888-73.5% |