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 5-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 | $26,077 | $90,519-71.2% | $93,789-72.2% | $134,475-80.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 81.0%+11.9pp | 81.2%+11.6pp |
| Annual return | -19.48% | -15.72%-3.8pp | -11.33%-8.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $9,188 | $4,343+111.6% | $4,323+112.6% | $4,740+93.8% |
| Participant deferral / active EE | $8,667 | $5,978+45.0% | $6,094+42.2% | $6,400+35.4% |
| Admin fee / account holder | $2,742 | $9,252-70.4% | $7,195-61.9% | $11,426-76.0% |