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 | $64,894 | $73,004-11.1% | $90,749-28.5% | $68,494-5.3% |
| Participation rate | 72.5% | 70.8%+1.6pp | 75.7%-3.2pp | 67.9%+4.6pp |
| Annual return | -7.73% | -13.81%+6.1pp | -12.16%+4.4pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,371 | $2,193+8.1% | $2,921-18.8% | $2,596-8.7% |
| Participant deferral / active EE | $3,419 | $3,627-5.7% | $4,564-25.1% | $4,027-15.1% |
| Admin fee / account holder | $4,448 | $5,896-24.6% | $8,445-47.3% | $5,403-17.7% |