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 | $66,377 | $64,707+2.6% | $112,228-40.9% | $68,494-3.1% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -10.90% | -11.40%+0.5pp | 27.45%-38.3pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,171 | $2,746-20.9% | $3,635-40.3% | $2,596-16.4% |
| Participant deferral / active EE | $2,992 | $3,565-16.1% | $4,728-36.7% | $4,027-25.7% |
| Admin fee / account holder | $2,405 | $5,232-54.0% | $6,410-62.5% | $5,403-55.5% |