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 | $17,485 | $95,862-81.8% | $79,550-78.0% | $134,475-87.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -6.61% | -2.69%-3.9pp | 0.16%-6.8pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,387 | $3,128-55.7% | $2,413-42.5% | $4,740-70.7% |
| Participant deferral / active EE | $3,697 | $4,693-21.2% | $3,985-7.2% | $6,400-42.2% |
| Admin fee / account holder | $527 | $9,126-94.2% | $6,832-92.3% | $11,426-95.4% |