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 | $69,487 | $64,707+7.4% | $112,228-38.1% | $68,494+1.4% |
| Participation rate | 83.9% | 67.2%+16.7pp | 75.1%+8.8pp | 67.9%+16.0pp |
| Annual return | -18.90% | -11.40%-7.5pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,291 | $2,746-53.0% | $3,635-64.5% | $2,596-50.3% |
| Participant deferral / active EE | $2,378 | $3,565-33.3% | $4,728-49.7% | $4,027-40.9% |
| Admin fee / account holder | $3,660 | $5,232-30.1% | $6,410-42.9% | $5,403-32.3% |