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 | $42,105 | $95,193-55.8% | $76,523-45.0% | $135,375-68.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -9.64% | 4.85%-14.5pp | -0.27%-9.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,500 | $3,302-24.3% | $2,647-5.6% | $4,779-47.7% |
| Participant deferral / active EE | $3,209 | $4,639-30.8% | $3,835-16.3% | $5,609-42.8% |
| Admin fee / account holder | $2,375 | $6,249-62.0% | $4,848-51.0% | $10,827-78.1% |