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 | $45,397 | $95,193-52.3% | $76,523-40.7% | $135,375-66.5% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -10.05% | 4.85%-14.9pp | -0.27%-9.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,150 | $3,302-65.2% | $2,647-56.6% | $4,779-75.9% |
| Participant deferral / active EE | $4,989 | $4,639+7.5% | $3,835+30.1% | $5,609-11.0% |
| Admin fee / account holder | $480 | $6,249-92.3% | $4,848-90.1% | $10,827-95.6% |