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 | $62,805 | $73,867-15.0% | $143,757-56.3% | $68,494-8.3% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -17.01% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,662 | $3,184-16.4% | $4,951-46.2% | $2,596+2.5% |
| Participant deferral / active EE | $5,433 | $3,384+60.5% | $5,637-3.6% | $4,027+34.9% |
| Admin fee / account holder | $8,461 | $5,755+47.0% | $14,673-42.3% | $5,403+56.6% |