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 | $20,138 | $42,383-52.5% | $76,523-73.7% | $64,186-68.6% |
| Participation rate | 85.2% | 58.1%+27.0pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | -7.13% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,373 | $1,563+115.8% | $2,647+27.4% | $2,381+41.7% |
| Participant deferral / active EE | $2,891 | $2,566+12.6% | $3,835-24.6% | $3,470-16.7% |
| Admin fee / account holder | $1,006 | $3,198-68.5% | $4,848-79.2% | $4,888-79.4% |