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 | $35,795 | $91,911-61.1% | $68,793-48.0% | $135,375-73.6% |
| Participation rate | 94.1% | 76.7%+17.4pp | 72.2%+21.9pp | 82.6%+11.5pp |
| Annual return | -9.48% | -8.22%-1.3pp | -4.63%-4.9pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,584 | $3,924-59.6% | $2,625-39.7% | $4,779-66.9% |
| Participant deferral / active EE | $8,810 | $4,315+104.2% | $3,311+166.1% | $5,609+57.1% |
| Admin fee / account holder | $461 | $9,240-95.0% | $5,131-91.0% | $10,827-95.7% |