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 | $37,668 | $64,707-41.8% | $112,228-66.4% | $68,494-45.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -11.60% | -11.40%-0.2pp | 27.45%-39.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,762 | $2,746-35.8% | $3,635-51.5% | $2,596-32.1% |
| Participant deferral / active EE | $4,394 | $3,565+23.3% | $4,728-7.1% | $4,027+9.1% |
| Admin fee / account holder | $2,657 | $5,232-49.2% | $6,410-58.6% | $5,403-50.8% |