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 | $17,080 | $46,674-63.4% | $117,472-85.5% | $68,494-75.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.07% | -14.52%-0.6pp | 29.74%-44.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,052 | $1,505+36.4% | $4,176-50.9% | $2,596-21.0% |
| Participant deferral / active EE | $1,961 | $2,636-25.6% | $4,070-51.8% | $4,027-51.3% |
| Admin fee / account holder | $420 | $4,020-89.5% | $5,645-92.6% | $5,403-92.2% |