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 | $23,401 | $46,674-49.9% | $117,472-80.1% | $68,494-65.8% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -18.08% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,009 | $1,505+33.5% | $4,176-51.9% | $2,596-22.6% |
| Participant deferral / active EE | $3,215 | $2,636+21.9% | $4,070-21.0% | $4,027-20.2% |
| Admin fee / account holder | $764 | $4,020-81.0% | $5,645-86.5% | $5,403-85.9% |