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 | $43,121 | $53,162-18.9% | $91,220-52.7% | $68,494-37.0% |
| Participation rate | 82.1% | 63.2%+18.9pp | 73.2%+8.9pp | 67.9%+14.3pp |
| Annual return | -18.97% | -3.14%-15.8pp | 114.01%-133.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,861 | $1,709+8.9% | $2,850-34.7% | $2,596-28.3% |
| Participant deferral / active EE | $3,144 | $2,974+5.7% | $4,234-25.7% | $4,027-21.9% |
| Admin fee / account holder | $526 | $4,493-88.3% | $5,420-90.3% | $5,403-90.3% |