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 | $37,916 | $73,004-48.1% | $90,749-58.2% | $68,494-44.6% |
| Participation rate | 82.4% | 70.8%+11.5pp | 75.7%+6.7pp | 67.9%+14.5pp |
| Annual return | -18.40% | -13.81%-4.6pp | -12.16%-6.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $888 | $2,193-59.5% | $2,921-69.6% | $2,596-65.8% |
| Participant deferral / active EE | $2,871 | $3,627-20.8% | $4,564-37.1% | $4,027-28.7% |
| Admin fee / account holder | $587 | $5,896-90.0% | $8,445-93.0% | $5,403-89.1% |