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 | $36,347 | $82,286-55.8% | $68,791-47.2% | $134,475-73.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -15.06% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,030 | $3,301-38.5% | $2,655-23.6% | $4,740-57.2% |
| Participant deferral / active EE | $2,713 | $4,739-42.8% | $3,941-31.2% | $6,400-57.6% |
| Admin fee / account holder | $10,871 | $6,481+67.8% | $4,932+120.4% | $11,426-4.9% |