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 8-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 | $43,454 | $64,707-32.8% | $112,228-61.3% | $68,494-36.6% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -9.47% | -11.40%+1.9pp | 27.45%-36.9pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,371 | $2,746-50.1% | $3,635-62.3% | $2,596-47.2% |
| Participant deferral / active EE | $3,290 | $3,565-7.7% | $4,728-30.4% | $4,027-18.3% |
| Admin fee / account holder | $994 | $5,232-81.0% | $6,410-84.5% | $5,403-81.6% |