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 | $26,057 | $49,280-47.1% | $67,313-61.3% | $64,186-59.4% |
| Participation rate | 73.3% | 60.8%+12.5pp | 69.1%+4.3pp | 69.6%+3.8pp |
| Annual return | -7.99% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,278 | $1,668-23.4% | $2,566-50.2% | $2,381-46.3% |
| Participant deferral / active EE | $2,817 | $2,484+13.4% | $3,568-21.1% | $3,470-18.8% |
| Admin fee / account holder | $977 | $3,863-74.7% | $4,507-78.3% | $4,888-80.0% |