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 7-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 | $11,881 | $48,265-75.4% | $68,791-82.7% | $68,494-82.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.73% | -12.71%-1.0pp | -6.38%-7.3pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,987 | $1,829+63.4% | $2,655+12.5% | $2,596+15.1% |
| Participant deferral / active EE | $1,848 | $2,867-35.5% | $3,941-53.1% | $4,027-54.1% |
| Admin fee / account holder | $451 | $4,355-89.6% | $4,932-90.8% | $5,403-91.6% |