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 | $42,834 | $71,883-40.4% | $86,677-50.6% | $68,494-37.5% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -13.55% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,751 | $2,173+72.6% | $2,836+32.2% | $2,596+44.5% |
| Participant deferral / active EE | $6,196 | $3,779+64.0% | $4,656+33.1% | $4,027+53.9% |
| Admin fee / account holder | $10,833 | $6,112+77.2% | $7,493+44.6% | $5,403+100.5% |