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 | $37,939 | $45,863-17.3% | $77,024-50.7% | $68,494-44.6% |
| Participation rate | 71.4% | 55.9%+15.5pp | 67.9%+3.5pp | 67.9%+3.5pp |
| Annual return | -10.84% | 1.72%-12.6pp | 42.32%-53.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,543 | $1,650-6.5% | $2,812-45.1% | $2,596-40.6% |
| Participant deferral / active EE | $2,652 | $2,962-10.5% | $4,426-40.1% | $4,027-34.2% |
| Admin fee / account holder | $411 | $3,041-86.5% | $5,425-92.4% | $5,403-92.4% |