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 | $74,942 | $106,115-29.4% | $85,969-12.8% | $125,391-40.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 76.5%-1.5pp | 83.2%-8.2pp |
| Annual return | -1.10% | 13.93%-15.0pp | 9.32%-10.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,916 | $4,537-57.8% | $3,474-44.9% | $4,866-60.6% |
| Participant deferral / active EE | $2,803 | $4,859-42.3% | $3,829-26.8% | $5,352-47.6% |
| Admin fee / account holder | $1,212 | $8,144-85.1% | $6,053-80.0% | $9,540-87.3% |