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 | $45,492 | $48,265-5.7% | $68,791-33.9% | $68,494-33.6% |
| Participation rate | 94.0% | 60.7%+33.4pp | 69.0%+25.0pp | 67.9%+26.1pp |
| Annual return | -16.27% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,900 | $1,829+3.9% | $2,655-28.5% | $2,596-26.8% |
| Participant deferral / active EE | $3,688 | $2,867+28.6% | $3,941-6.4% | $4,027-8.4% |
| Admin fee / account holder | $2,584 | $4,355-40.7% | $4,932-47.6% | $5,403-52.2% |