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 | $41,652 | $79,633-47.7% | $93,789-55.6% | $68,494-39.2% |
| Participation rate | 95.8% | 75.4%+20.5pp | 81.0%+14.9pp | 67.9%+27.9pp |
| Annual return | -17.44% | -0.10%-17.3pp | -11.33%-6.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,490 | $3,665-32.1% | $4,323-42.4% | $2,596-4.1% |
| Participant deferral / active EE | $5,740 | $5,158+11.3% | $6,094-5.8% | $4,027+42.5% |
| Admin fee / account holder | $1,619 | $6,871-76.4% | $7,195-77.5% | $5,403-70.0% |