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 7-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 | $63,211 | $59,805+5.7% | $79,550-20.5% | $68,494-7.7% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.5%+26.8pp | 67.9%+28.4pp |
| Annual return | -18.76% | -12.30%-6.5pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,755 | $1,505+16.6% | $2,413-27.3% | $2,596-32.4% |
| Participant deferral / active EE | $5,438 | $3,024+79.8% | $3,985+36.5% | $4,027+35.0% |
| Admin fee / account holder | $10,973 | $4,835+127.0% | $6,832+60.6% | $5,403+103.1% |