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 | $43,295 | $50,958-15.0% | $74,550-41.9% | $64,186-32.5% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.1%+20.1pp | 69.6%+19.7pp |
| Annual return | -7.41% | -1.86%-5.6pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,271 | $1,115+103.6% | $1,961+15.8% | $2,381-4.6% |
| Participant deferral / active EE | $4,142 | $2,301+80.0% | $3,108+33.3% | $3,470+19.4% |
| Admin fee / account holder | $2,573 | $4,223-39.1% | $5,060-49.1% | $4,888-47.4% |