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 | $73,439 | $110,094-33.3% | $151,611-51.6% | $68,494+7.2% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -17.59% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,008 | $4,471-55.1% | $6,166-67.4% | $2,596-22.6% |
| Participant deferral / active EE | $7,526 | $6,527+15.3% | $8,363-10.0% | $4,027+86.9% |
| Admin fee / account holder | $750 | $7,719-90.3% | $11,616-93.5% | $5,403-86.1% |