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 | $38,413 | $64,707-40.6% | $112,228-65.8% | $68,494-43.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.77% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,576 | $2,746-6.2% | $3,635-29.1% | $2,596-0.8% |
| Participant deferral / active EE | $3,995 | $3,565+12.1% | $4,728-15.5% | $4,027-0.8% |
| Admin fee / account holder | $1,039 | $5,232-80.2% | $6,410-83.8% | $5,403-80.8% |