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 | $25,772 | $48,265-46.6% | $68,791-62.5% | $68,494-62.4% |
| Participation rate | 78.6% | 60.7%+17.9pp | 69.0%+9.5pp | 67.9%+10.7pp |
| Annual return | -5.29% | -12.71%+7.4pp | -6.38%+1.1pp | -7.84%+2.6pp |
| Employer contribution / active EE | $724 | $1,829-60.4% | $2,655-72.7% | $2,596-72.1% |
| Participant deferral / active EE | $3,618 | $2,867+26.2% | $3,941-8.2% | $4,027-10.2% |
| Admin fee / account holder | $859 | $4,355-80.3% | $4,932-82.6% | $5,403-84.1% |