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 | $42,677 | $82,286-48.1% | $68,791-38.0% | $134,475-68.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.12% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,313 | $3,301-29.9% | $2,655-12.9% | $4,740-51.2% |
| Participant deferral / active EE | $4,936 | $4,739+4.2% | $3,941+25.2% | $6,400-22.9% |
| Admin fee / account holder | $756 | $6,481-88.3% | $4,932-84.7% | $11,426-93.4% |