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 | $60,960 | $95,193-36.0% | $76,523-20.3% | $135,375-55.0% |
| Participation rate | 94.7% | 74.4%+20.3pp | 68.0%+26.7pp | 82.6%+12.1pp |
| Annual return | -8.32% | 4.85%-13.2pp | -0.27%-8.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,480 | $3,302-55.2% | $2,647-44.1% | $4,779-69.0% |
| Participant deferral / active EE | $3,036 | $4,639-34.6% | $3,835-20.8% | $5,609-45.9% |
| Admin fee / account holder | $330 | $6,249-94.7% | $4,848-93.2% | $10,827-97.0% |