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 | $21,709 | $42,894-49.4% | $60,874-64.3% | $68,494-68.3% |
| Participation rate | 90.7% | 66.8%+23.9pp | 73.1%+17.6pp | 67.9%+22.8pp |
| Annual return | -14.99% | -13.98%-1.0pp | 16.90%-31.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,008 | $1,978-49.1% | $2,701-62.7% | $2,596-61.2% |
| Participant deferral / active EE | $3,834 | $2,867+33.7% | $3,817+0.4% | $4,027-4.8% |
| Admin fee / account holder | $435 | $3,101-86.0% | $3,224-86.5% | $5,403-91.9% |