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 5-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 | $33,884 | $46,674-27.4% | $117,472-71.2% | $68,494-50.5% |
| Participation rate | 81.3% | 56.8%+24.5pp | 70.6%+10.7pp | 67.9%+13.4pp |
| Annual return | -18.33% | -14.52%-3.8pp | 29.74%-48.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,741 | $1,505+15.7% | $4,176-58.3% | $2,596-32.9% |
| Participant deferral / active EE | $5,094 | $2,636+93.2% | $4,070+25.1% | $4,027+26.5% |
| Admin fee / account holder | $825 | $4,020-79.5% | $5,645-85.4% | $5,403-84.7% |