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 | $62,826 | $56,357+11.5% | $104,294-39.8% | $68,494-8.3% |
| Participation rate | 74.6% | 63.3%+11.4pp | 73.3%+1.3pp | 67.9%+6.7pp |
| Annual return | -17.25% | -9.19%-8.1pp | 24.61%-41.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,045 | $1,960+4.3% | $3,372-39.4% | $2,596-21.2% |
| Participant deferral / active EE | $4,045 | $3,077+31.4% | $4,625-12.5% | $4,027+0.4% |
| Admin fee / account holder | $2,252 | $4,903-54.1% | $7,339-69.3% | $5,403-58.3% |