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 | $36,992 | $75,935-51.3% | $60,547-38.9% | $125,391-70.5% |
| Participation rate | 76.2% | 76.5%-0.3pp | 68.0%+8.2pp | 83.2%-7.0pp |
| Annual return | -2.08% | -5.38%+3.3pp | 335.64%-337.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,539 | $3,438-26.2% | $2,419+4.9% | $4,866-47.8% |
| Participant deferral / active EE | $2,710 | $4,506-39.9% | $3,328-18.6% | $5,352-49.4% |
| Admin fee / account holder | $6,354 | $6,768-6.1% | $4,536+40.1% | $9,540-33.4% |