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 | $42,653 | $73,867-42.3% | $143,757-70.3% | $68,494-37.7% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -13.71% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,600 | $3,184-49.7% | $4,951-67.7% | $2,596-38.4% |
| Participant deferral / active EE | $3,138 | $3,384-7.3% | $5,637-44.3% | $4,027-22.1% |
| Admin fee / account holder | $921 | $5,755-84.0% | $14,673-93.7% | $5,403-83.0% |