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 | $36,835 | $82,664-55.4% | $125,339-70.6% | $68,494-46.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -7.24% | -5.97%-1.3pp | 572.05%-579.3pp | -7.84%+0.6pp |
| Employer contribution / active EE | $2,587 | $3,381-23.5% | $4,814-46.2% | $2,596-0.3% |
| Participant deferral / active EE | $3,164 | $6,110-48.2% | $7,446-57.5% | $4,027-21.4% |
| Admin fee / account holder | $3,061 | $6,275-51.2% | $10,010-69.4% | $5,403-43.3% |