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 | $17,655 | $95,193-81.5% | $76,523-76.9% | $135,375-87.0% |
| Participation rate | 82.4% | 74.4%+8.0pp | 68.0%+14.4pp | 82.6%-0.3pp |
| Annual return | -7.15% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,458 | $3,302-55.8% | $2,647-44.9% | $4,779-69.5% |
| Participant deferral / active EE | $2,242 | $4,639-51.7% | $3,835-41.5% | $5,609-60.0% |
| Admin fee / account holder | $623 | $6,249-90.0% | $4,848-87.1% | $10,827-94.2% |