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 | $40,748 | $95,862-57.5% | $79,550-48.8% | $134,475-69.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -10.81% | -2.69%-8.1pp | 0.16%-11.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,189 | $3,128-30.0% | $2,413-9.3% | $4,740-53.8% |
| Participant deferral / active EE | $4,377 | $4,693-6.7% | $3,985+9.8% | $6,400-31.6% |
| Admin fee / account holder | $1,862 | $9,126-79.6% | $6,832-72.7% | $11,426-83.7% |