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 8-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 | $23,532 | $93,024-74.7% | $77,024-69.4% | $134,475-82.5% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -16.56% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,993 | $3,418-41.7% | $2,812-29.1% | $4,740-57.9% |
| Participant deferral / active EE | $3,251 | $5,238-37.9% | $4,426-26.5% | $6,400-49.2% |
| Admin fee / account holder | $1,739 | $6,944-75.0% | $5,425-68.0% | $11,426-84.8% |