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 | $40,384 | $50,958-20.8% | $74,550-45.8% | $64,186-37.1% |
| Participation rate | 70.4% | 61.1%+9.3pp | 69.1%+1.2pp | 69.6%+0.8pp |
| Annual return | -6.67% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,502 | $1,115+34.7% | $1,961-23.4% | $2,381-36.9% |
| Participant deferral / active EE | $4,448 | $2,301+93.3% | $3,108+43.1% | $3,470+28.2% |
| Admin fee / account holder | $409 | $4,223-90.3% | $5,060-91.9% | $4,888-91.6% |