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 | $25,397 | $107,791-76.4% | $90,645-72.0% | $135,375-81.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -6.31% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $750 | $3,018-75.1% | $2,532-70.4% | $4,779-84.3% |
| Participant deferral / active EE | $1,187 | $3,872-69.3% | $3,425-65.3% | $5,609-78.8% |
| Admin fee / account holder | $313 | $5,930-94.7% | $4,994-93.7% | $10,827-97.1% |