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 8-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 | $25,532 | $73,867-65.4% | $143,757-82.2% | $68,494-62.7% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -15.50% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,405 | $3,184-55.9% | $4,951-71.6% | $2,596-45.9% |
| Participant deferral / active EE | $1,707 | $3,384-49.6% | $5,637-69.7% | $4,027-57.6% |
| Admin fee / account holder | $4,254 | $5,755-26.1% | $14,673-71.0% | $5,403-21.3% |