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 | $64,121 | $64,707-0.9% | $112,228-42.9% | $68,494-6.4% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -16.23% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $929 | $2,746-66.2% | $3,635-74.4% | $2,596-64.2% |
| Participant deferral / active EE | $4,900 | $3,565+37.5% | $4,728+3.6% | $4,027+21.7% |
| Admin fee / account holder | $1,950 | $5,232-62.7% | $6,410-69.6% | $5,403-63.9% |