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 | $48,613 | $64,707-24.9% | $112,228-56.7% | $68,494-29.0% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.1%+22.3pp | 67.9%+29.5pp |
| Annual return | -16.33% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,310 | $2,746+20.5% | $3,635-8.9% | $2,596+27.5% |
| Participant deferral / active EE | $6,996 | $3,565+96.3% | $4,728+48.0% | $4,027+73.7% |
| Admin fee / account holder | $2,282 | $5,232-56.4% | $6,410-64.4% | $5,403-57.8% |