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 | $79,640 | $107,791-26.1% | $90,645-12.1% | $135,375-41.2% |
| Participation rate | 94.7% | 78.0%+16.7pp | 74.0%+20.7pp | 82.6%+12.1pp |
| Annual return | -7.62% | -0.90%-6.7pp | 1.88%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,383 | $3,018-54.2% | $2,532-45.4% | $4,779-71.1% |
| Participant deferral / active EE | $4,906 | $3,872+26.7% | $3,425+43.3% | $5,609-12.5% |
| Admin fee / account holder | $971 | $5,930-83.6% | $4,994-80.6% | $10,827-91.0% |