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 9-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 | $29,405 | $64,707-54.6% | $112,228-73.8% | $68,494-57.1% |
| Participation rate | 77.6% | 67.2%+10.5pp | 75.1%+2.6pp | 67.9%+9.7pp |
| Annual return | -18.73% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,964 | $2,746+8.0% | $3,635-18.4% | $2,596+14.2% |
| Participant deferral / active EE | $4,944 | $3,565+38.7% | $4,728+4.6% | $4,027+22.8% |
| Admin fee / account holder | $1,679 | $5,232-67.9% | $6,410-73.8% | $5,403-68.9% |