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 | $40,505 | $54,229-25.3% | $70,092-42.2% | $68,494-40.9% |
| Participation rate | 72.7% | 64.5%+8.2pp | 70.5%+2.3pp | 67.9%+4.8pp |
| Annual return | -4.44% | -13.87%+9.4pp | 190.73%-195.2pp | -7.84%+3.4pp |
| Employer contribution / active EE | $2,063 | $2,018+2.2% | $2,559-19.4% | $2,596-20.5% |
| Participant deferral / active EE | $3,931 | $2,956+33.0% | $3,849+2.1% | $4,027-2.4% |
| Admin fee / account holder | $520 | $4,694-88.9% | $6,267-91.7% | $5,403-90.4% |