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 | $23,445 | $127,386-81.6% | $115,037-79.6% | $125,391-81.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.90% | 31.28%-34.2pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,676 | $5,166-67.6% | $4,608-63.6% | $4,866-65.6% |
| Participant deferral / active EE | $3,060 | $6,423-52.4% | $6,026-49.2% | $5,352-42.8% |
| Admin fee / account holder | $336 | $9,516-96.5% | $8,175-95.9% | $9,540-96.5% |