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 | $35,058 | $77,813-54.9% | $123,544-71.6% | $64,186-45.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -5.09% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,371 | $3,014-21.3% | $4,628-48.8% | $2,381-0.4% |
| Participant deferral / active EE | $4,805 | $5,240-8.3% | $6,426-25.2% | $3,470+38.5% |
| Admin fee / account holder | $709 | $5,519-87.2% | $9,284-92.4% | $4,888-85.5% |