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 | $99,487 | $73,867+34.7% | $143,757-30.8% | $68,494+45.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -14.73% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,428 | $3,184+39.1% | $4,951-10.6% | $2,596+70.6% |
| Participant deferral / active EE | $4,066 | $3,384+20.1% | $5,637-27.9% | $4,027+1.0% |
| Admin fee / account holder | $1,964 | $5,755-65.9% | $14,673-86.6% | $5,403-63.6% |