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 | $9,479 | $48,265-80.4% | $68,791-86.2% | $68,494-86.2% |
| Participation rate | 74.4% | 60.7%+13.7pp | 69.0%+5.4pp | 67.9%+6.5pp |
| Annual return | -13.75% | -12.71%-1.0pp | -6.38%-7.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $343 | $1,829-81.2% | $2,655-87.1% | $2,596-86.8% |
| Participant deferral / active EE | $1,913 | $2,867-33.3% | $3,941-51.5% | $4,027-52.5% |
| Admin fee / account holder | $1,300 | $4,355-70.1% | $4,932-73.6% | $5,403-75.9% |