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 | $49,015 | $167,307-70.7% | $143,757-65.9% | $134,475-63.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,414 | $5,619-57.0% | $4,951-51.2% | $4,740-49.1% |
| Participant deferral / active EE | $2,414 | $6,446-62.6% | $5,637-57.2% | $6,400-62.3% |
| Admin fee / account holder | $3,372 | $18,088-81.4% | $14,673-77.0% | $11,426-70.5% |