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 | $23,298 | $92,222-74.7% | $76,768-69.7% | $135,375-82.8% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -8.21% | 5.46%-13.7pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,187 | $3,216-63.1% | $2,485-52.2% | $4,779-75.2% |
| Participant deferral / active EE | $3,256 | $4,509-27.8% | $3,852-15.5% | $5,609-41.9% |
| Admin fee / account holder | $7,700 | $10,748-28.4% | $6,675+15.4% | $10,827-28.9% |