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 | $51,760 | $64,707-20.0% | $112,228-53.9% | $68,494-24.4% |
| Participation rate | 79.6% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.7pp |
| Annual return | -16.84% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,040 | $2,746-62.1% | $3,635-71.4% | $2,596-60.0% |
| Participant deferral / active EE | $3,707 | $3,565+4.0% | $4,728-21.6% | $4,027-8.0% |
| Admin fee / account holder | $1,507 | $5,232-71.2% | $6,410-76.5% | $5,403-72.1% |