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 | $32,743 | $72,404-54.8% | $110,238-70.3% | $64,186-49.0% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.1pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,403 | $2,282-38.5% | $3,826-63.3% | $2,381-41.1% |
| Participant deferral / active EE | $2,769 | $3,469-20.2% | $4,672-40.7% | $3,470-20.2% |
| Admin fee / account holder | $687 | $5,664-87.9% | $8,547-92.0% | $4,888-85.9% |