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 9-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 | $24,983 | $71,883-65.2% | $86,677-71.2% | $68,494-63.5% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,435 | $2,173-33.9% | $2,836-49.4% | $2,596-44.7% |
| Participant deferral / active EE | $3,901 | $3,779+3.2% | $4,656-16.2% | $4,027-3.1% |
| Admin fee / account holder | $3,368 | $6,112-44.9% | $7,493-55.0% | $5,403-37.7% |