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 | $33,275 | $71,883-53.7% | $86,677-61.6% | $68,494-51.4% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -13.54% | 3.52%-17.1pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,270 | $2,173+50.5% | $2,836+15.3% | $2,596+26.0% |
| Participant deferral / active EE | $1,741 | $3,779-53.9% | $4,656-62.6% | $4,027-56.8% |
| Admin fee / account holder | $3,300 | $6,112-46.0% | $7,493-56.0% | $5,403-38.9% |