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 | $62,003 | $53,162+16.6% | $91,220-32.0% | $68,494-9.5% |
| Participation rate | 98.2% | 63.2%+35.0pp | 73.2%+25.0pp | 67.9%+30.3pp |
| Annual return | -16.29% | -3.14%-13.2pp | 114.01%-130.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,691 | $1,709-1.0% | $2,850-40.7% | $2,596-34.9% |
| Participant deferral / active EE | $3,420 | $2,974+15.0% | $4,234-19.2% | $4,027-15.1% |
| Admin fee / account holder | $3,638 | $4,493-19.0% | $5,420-32.9% | $5,403-32.7% |