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 | $46,198 | $50,958-9.3% | $74,550-38.0% | $64,186-28.0% |
| Participation rate | 90.8% | 61.1%+29.7pp | 69.1%+21.6pp | 69.6%+21.2pp |
| Annual return | -3.56% | -1.86%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $706 | $1,115-36.7% | $1,961-64.0% | $2,381-70.3% |
| Participant deferral / active EE | $3,087 | $2,301+34.1% | $3,108-0.7% | $3,470-11.0% |
| Admin fee / account holder | $365 | $4,223-91.4% | $5,060-92.8% | $4,888-92.5% |