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 | $21,149 | $25,979-18.6% | $71,735-70.5% | $68,494-69.1% |
| Participation rate | 92.5% | 54.5%+38.0pp | 62.3%+30.2pp | 67.9%+24.6pp |
| Annual return | -16.46% | -15.10%-1.4pp | 9.14%-25.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,359 | $900+50.9% | $1,704-20.3% | $2,596-47.7% |
| Participant deferral / active EE | $3,436 | $1,522+125.7% | $2,658+29.3% | $4,027-14.7% |
| Admin fee / account holder | $3,743 | $2,022+85.2% | $3,974-5.8% | $5,403-30.7% |