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 9-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 | $60,452 | $62,586-3.4% | $76,768-21.3% | $64,186-5.8% |
| Participation rate | 71.3% | 72.8%-1.6pp | 77.0%-5.7pp | 69.6%+1.7pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,147 | $1,832-37.4% | $2,485-53.8% | $2,381-51.8% |
| Participant deferral / active EE | $4,281 | $3,145+36.1% | $3,852+11.1% | $3,470+23.4% |
| Admin fee / account holder | $2,333 | $4,667-50.0% | $6,675-65.1% | $4,888-52.3% |