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 | $42,758 | $50,958-16.1% | $74,550-42.6% | $64,186-33.4% |
| Participation rate | 78.0% | 61.1%+17.0pp | 69.1%+8.9pp | 69.6%+8.5pp |
| Annual return | -6.78% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,747 | $1,115+146.3% | $1,961+40.1% | $2,381+15.4% |
| Participant deferral / active EE | $5,090 | $2,301+121.2% | $3,108+63.8% | $3,470+46.7% |
| Admin fee / account holder | $3,600 | $4,223-14.8% | $5,060-28.9% | $4,888-26.4% |