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 | $21,109 | $59,805-64.7% | $79,550-73.5% | $68,494-69.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.75% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,547 | $1,505+2.8% | $2,413-35.9% | $2,596-40.4% |
| Participant deferral / active EE | $3,681 | $3,024+21.7% | $3,985-7.6% | $4,027-8.6% |
| Admin fee / account holder | $363 | $4,835-92.5% | $6,832-94.7% | $5,403-93.3% |