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 | $58,062 | $72,388-19.8% | $111,392-47.9% | $64,186-9.5% |
| Participation rate | 78.8% | 70.5%+8.3pp | 78.9%-0.1pp | 69.6%+9.2pp |
| Annual return | -5.15% | -1.50%-3.6pp | -2.06%-3.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,905 | $3,000-36.5% | $4,328-56.0% | $2,381-20.0% |
| Participant deferral / active EE | $6,128 | $4,241+44.5% | $5,567+10.1% | $3,470+76.6% |
| Admin fee / account holder | $1,544 | $5,719-73.0% | $12,266-87.4% | $4,888-68.4% |