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 | $42,205 | $97,881-56.9% | $80,004-47.2% | $125,391-66.3% |
| Participation rate | 77.3% | 77.9%-0.6pp | 73.0%+4.3pp | 83.2%-5.9pp |
| Annual return | -3.32% | 9.36%-12.7pp | 7.63%-11.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,825 | $3,128-41.6% | $2,473-26.2% | $4,866-62.5% |
| Participant deferral / active EE | $903 | $3,744-75.9% | $3,204-71.8% | $5,352-83.1% |
| Admin fee / account holder | $5,123 | $6,278-18.4% | $5,033+1.8% | $9,540-46.3% |