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 | $43,237 | $211,958-79.6% | $169,463-74.5% | $135,375-68.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.84% | 3.26%-10.1pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,848 | $5,120-63.9% | $4,159-55.6% | $4,779-61.3% |
| Participant deferral / active EE | $8,515 | $6,075+40.2% | $5,277+61.4% | $5,609+51.8% |
| Admin fee / account holder | $412 | $11,471-96.4% | $9,109-95.5% | $10,827-96.2% |