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 | $56,013 | $59,805-6.3% | $79,550-29.6% | $68,494-18.2% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.5%+25.1pp | 67.9%+26.7pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,699 | $1,505+12.9% | $2,413-29.6% | $2,596-34.6% |
| Participant deferral / active EE | $3,895 | $3,024+28.8% | $3,985-2.3% | $4,027-3.3% |
| Admin fee / account holder | $1,767 | $4,835-63.5% | $6,832-74.1% | $5,403-67.3% |