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 | $18,561 | $45,863-59.5% | $77,024-75.9% | $68,494-72.9% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | -17.11% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,326 | $1,650+41.0% | $2,812-17.3% | $2,596-10.4% |
| Participant deferral / active EE | $4,598 | $2,962+55.2% | $4,426+3.9% | $4,027+14.2% |
| Admin fee / account holder | $1,645 | $3,041-45.9% | $5,425-69.7% | $5,403-69.6% |