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 | $46,955 | $50,958-7.9% | $74,550-37.0% | $64,186-26.8% |
| Participation rate | 89.4% | 61.1%+28.3pp | 69.1%+20.2pp | 69.6%+19.8pp |
| Annual return | -5.97% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $934 | $1,115-16.3% | $1,961-52.4% | $2,381-60.8% |
| Participant deferral / active EE | $1,409 | $2,301-38.8% | $3,108-54.7% | $3,470-59.4% |
| Admin fee / account holder | $2,759 | $4,223-34.7% | $5,060-45.5% | $4,888-43.6% |