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 | $45,456 | $110,094-58.7% | $151,611-70.0% | $68,494-33.6% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.6pp | 67.9%+30.2pp |
| Annual return | -17.59% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,201 | $4,471-50.8% | $6,166-64.3% | $2,596-15.2% |
| Participant deferral / active EE | $4,954 | $6,527-24.1% | $8,363-40.8% | $4,027+23.0% |
| Admin fee / account holder | $2,445 | $7,719-68.3% | $11,616-79.0% | $5,403-54.7% |