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 | $13,299 | $48,265-72.4% | $68,791-80.7% | $68,494-80.6% |
| Participation rate | 98.3% | 60.7%+37.6pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -15.77% | -12.71%-3.1pp | -6.38%-9.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,167 | $1,829+18.5% | $2,655-18.4% | $2,596-16.5% |
| Participant deferral / active EE | $2,879 | $2,867+0.4% | $3,941-26.9% | $4,027-28.5% |
| Admin fee / account holder | $3,054 | $4,355-29.9% | $4,932-38.1% | $5,403-43.5% |