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 | $45,547 | $71,883-36.6% | $86,677-47.5% | $68,494-33.5% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -13.59% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,766 | $2,173+27.3% | $2,836-2.5% | $2,596+6.5% |
| Participant deferral / active EE | $3,876 | $3,779+2.6% | $4,656-16.7% | $4,027-3.8% |
| Admin fee / account holder | $9,178 | $6,112+50.2% | $7,493+22.5% | $5,403+69.9% |