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 | $20,935 | $69,518-69.9% | $59,878-65.0% | $135,375-84.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -8.29% | 7.94%-16.2pp | 3.46%-11.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,449 | $3,235-24.3% | $2,722-10.0% | $4,779-48.7% |
| Participant deferral / active EE | $3,411 | $4,206-18.9% | $3,402+0.3% | $5,609-39.2% |
| Admin fee / account holder | $1,533 | $5,734-73.3% | $3,590-57.3% | $10,827-85.8% |