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 | $33,822 | $92,222-63.3% | $76,768-55.9% | $135,375-75.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -6.72% | 5.46%-12.2pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $822 | $3,216-74.4% | $2,485-66.9% | $4,779-82.8% |
| Participant deferral / active EE | $1,835 | $4,509-59.3% | $3,852-52.4% | $5,609-67.3% |
| Admin fee / account holder | $1,567 | $10,748-85.4% | $6,675-76.5% | $10,827-85.5% |