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 | $64,305 | $73,867-12.9% | $143,757-55.3% | $68,494-6.1% |
| Participation rate | 79.4% | 66.7%+12.8pp | 80.3%-0.9pp | 67.9%+11.5pp |
| Annual return | -13.65% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,730 | $3,184-14.3% | $4,951-44.9% | $2,596+5.2% |
| Participant deferral / active EE | $5,082 | $3,384+50.2% | $5,637-9.8% | $4,027+26.2% |
| Admin fee / account holder | $896 | $5,755-84.4% | $14,673-93.9% | $5,403-83.4% |