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 8-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 | $20,193 | $105,860-80.9% | $90,749-77.7% | $134,475-85.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -16.87% | -11.01%-5.9pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,113 | $3,462-39.0% | $2,921-27.7% | $4,740-55.4% |
| Participant deferral / active EE | $5,778 | $5,216+10.8% | $4,564+26.6% | $6,400-9.7% |
| Admin fee / account holder | $3,193 | $13,938-77.1% | $8,445-62.2% | $11,426-72.1% |