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 9-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 | $57,592 | $142,344-59.5% | $119,609-51.8% | $134,475-57.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -18.05% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,257 | $5,222-37.6% | $4,232-23.0% | $4,740-31.3% |
| Participant deferral / active EE | $4,177 | $6,469-35.4% | $5,602-25.4% | $6,400-34.7% |
| Admin fee / account holder | $5,113 | $13,584-62.4% | $10,323-50.5% | $11,426-55.2% |