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 | $52,208 | $48,265+8.2% | $68,791-24.1% | $68,494-23.8% |
| Participation rate | 96.4% | 60.7%+35.8pp | 69.0%+27.4pp | 67.9%+28.5pp |
| Annual return | -18.65% | -12.71%-5.9pp | -6.38%-12.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,694 | $1,829+102.0% | $2,655+39.1% | $2,596+42.3% |
| Participant deferral / active EE | $5,754 | $2,867+100.7% | $3,941+46.0% | $4,027+42.9% |
| Admin fee / account holder | $3,565 | $4,355-18.1% | $4,932-27.7% | $5,403-34.0% |