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 | $34,631 | $105,860-67.3% | $90,749-61.8% | $134,475-74.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.10% | -11.01%+3.9pp | -12.16%+5.1pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,028 | $3,462-41.4% | $2,921-30.6% | $4,740-57.2% |
| Participant deferral / active EE | $3,845 | $5,216-26.3% | $4,564-15.8% | $6,400-39.9% |
| Admin fee / account holder | $397 | $13,938-97.2% | $8,445-95.3% | $11,426-96.5% |