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 | $15,662 | $42,894-63.5% | $60,874-74.3% | $68,494-77.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.80% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,640 | $1,978+84.0% | $2,701+34.7% | $2,596+40.2% |
| Participant deferral / active EE | $3,978 | $2,867+38.8% | $3,817+4.2% | $4,027-1.2% |
| Admin fee / account holder | $726 | $3,101-76.6% | $3,224-77.5% | $5,403-86.6% |