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 | $33,870 | $45,863-26.1% | $77,024-56.0% | $68,494-50.6% |
| Participation rate | 88.9% | 55.9%+33.0pp | 67.9%+21.0pp | 67.9%+21.0pp |
| Annual return | -17.85% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,574 | $1,650-4.6% | $2,812-44.0% | $2,596-39.4% |
| Participant deferral / active EE | $2,514 | $2,962-15.1% | $4,426-43.2% | $4,027-37.6% |
| Admin fee / account holder | $3,401 | $3,041+11.8% | $5,425-37.3% | $5,403-37.1% |