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 | $63,563 | $110,094-42.3% | $151,611-58.1% | $68,494-7.2% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -8.98% | -10.12%+1.1pp | 3.33%-12.3pp | -7.84%-1.1pp |
| Employer contribution / active EE | $2,033 | $4,471-54.5% | $6,166-67.0% | $2,596-21.7% |
| Participant deferral / active EE | $4,521 | $6,527-30.7% | $8,363-45.9% | $4,027+12.3% |
| Admin fee / account holder | $4,367 | $7,719-43.4% | $11,616-62.4% | $5,403-19.2% |