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 | $38,565 | $167,307-76.9% | $143,757-73.2% | $134,475-71.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -17.09% | 0.46%-17.6pp | -0.04%-17.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,247 | $5,619-77.8% | $4,951-74.8% | $4,740-73.7% |
| Participant deferral / active EE | $2,719 | $6,446-57.8% | $5,637-51.8% | $6,400-57.5% |
| Admin fee / account holder | $822 | $18,088-95.5% | $14,673-94.4% | $11,426-92.8% |