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 | $54,037 | $64,707-16.5% | $112,228-51.9% | $68,494-21.1% |
| Participation rate | 98.5% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.6pp |
| Annual return | -12.28% | -11.40%-0.9pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $6,289 | $2,746+129.0% | $3,635+73.0% | $2,596+142.2% |
| Participant deferral / active EE | $2,818 | $3,565-20.9% | $4,728-40.4% | $4,027-30.0% |
| Admin fee / account holder | $3,474 | $5,232-33.6% | $6,410-45.8% | $5,403-35.7% |