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 8-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 | $20,962 | $93,024-77.5% | $77,024-72.8% | $134,475-84.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -15.65% | 62.60%-78.2pp | 42.32%-58.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,123 | $3,418-67.1% | $2,812-60.1% | $4,740-76.3% |
| Participant deferral / active EE | $2,744 | $5,238-47.6% | $4,426-38.0% | $6,400-57.1% |
| Admin fee / account holder | $7,493 | $6,944+7.9% | $5,425+38.1% | $11,426-34.4% |