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 | $65,144 | $59,805+8.9% | $79,550-18.1% | $68,494-4.9% |
| Participation rate | 71.7% | 61.1%+10.7pp | 69.5%+2.3pp | 67.9%+3.9pp |
| Annual return | -16.69% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,661 | $1,505+76.8% | $2,413+10.3% | $2,596+2.5% |
| Participant deferral / active EE | $4,618 | $3,024+52.7% | $3,985+15.9% | $4,027+14.7% |
| Admin fee / account holder | $740 | $4,835-84.7% | $6,832-89.2% | $5,403-86.3% |