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 | $44,612 | $100,754-55.7% | $86,677-48.5% | $134,475-66.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -17.72% | 29.04%-46.8pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,523 | $3,489-56.4% | $2,836-46.3% | $4,740-67.9% |
| Participant deferral / active EE | $2,105 | $5,338-60.6% | $4,656-54.8% | $6,400-67.1% |
| Admin fee / account holder | $4,852 | $10,926-55.6% | $7,493-35.2% | $11,426-57.5% |