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 | $55,881 | $71,883-22.3% | $86,677-35.5% | $68,494-18.4% |
| Participation rate | 86.4% | 72.2%+14.1pp | 76.6%+9.8pp | 67.9%+18.5pp |
| Annual return | -5.42% | 3.52%-8.9pp | 35.91%-41.3pp | -7.84%+2.4pp |
| Employer contribution / active EE | $1,907 | $2,173-12.2% | $2,836-32.8% | $2,596-26.5% |
| Participant deferral / active EE | $3,098 | $3,779-18.0% | $4,656-33.5% | $4,027-23.1% |
| Admin fee / account holder | $11,117 | $6,112+81.9% | $7,493+48.4% | $5,403+105.8% |