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 9-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 | $37,923 | $64,707-41.4% | $112,228-66.2% | $68,494-44.6% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.1%+21.3pp | 67.9%+28.5pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,746 | $2,746-36.4% | $3,635-52.0% | $2,596-32.7% |
| Participant deferral / active EE | $4,674 | $3,565+31.1% | $4,728-1.1% | $4,027+16.1% |
| Admin fee / account holder | $1,040 | $5,232-80.1% | $6,410-83.8% | $5,403-80.7% |