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 | $26,074 | $95,193-72.6% | $76,523-65.9% | $135,375-80.7% |
| Participation rate | 78.9% | 74.4%+4.6pp | 68.0%+10.9pp | 82.6%-3.7pp |
| Annual return | -4.76% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,772 | $3,302-46.3% | $2,647-33.0% | $4,779-62.9% |
| Participant deferral / active EE | $3,393 | $4,639-26.9% | $3,835-11.5% | $5,609-39.5% |
| Admin fee / account holder | $2,073 | $6,249-66.8% | $4,848-57.3% | $10,827-80.9% |