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 | $25,956 | $71,883-63.9% | $86,677-70.1% | $68,494-62.1% |
| Participation rate | 86.4% | 72.2%+14.1pp | 76.6%+9.8pp | 67.9%+18.5pp |
| Annual return | -12.34% | 3.52%-15.9pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,462 | $2,173-32.7% | $2,836-48.5% | $2,596-43.7% |
| Participant deferral / active EE | $2,849 | $3,779-24.6% | $4,656-38.8% | $4,027-29.2% |
| Admin fee / account holder | $8,729 | $6,112+42.8% | $7,493+16.5% | $5,403+61.6% |