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 | $50,079 | $95,862-47.8% | $79,550-37.0% | $134,475-62.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -13.66% | -2.69%-11.0pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $630 | $3,128-79.9% | $2,413-73.9% | $4,740-86.7% |
| Participant deferral / active EE | $1,989 | $4,693-57.6% | $3,985-50.1% | $6,400-68.9% |
| Admin fee / account holder | $1,648 | $9,126-81.9% | $6,832-75.9% | $11,426-85.6% |