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 | $57,587 | $167,307-65.6% | $143,757-59.9% | $134,475-57.2% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -13.90% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,024 | $5,619-46.2% | $4,951-38.9% | $4,740-36.2% |
| Participant deferral / active EE | $7,872 | $6,446+22.1% | $5,637+39.6% | $6,400+23.0% |
| Admin fee / account holder | $4,135 | $18,088-77.1% | $14,673-71.8% | $11,426-63.8% |