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 | $24,459 | $46,674-47.6% | $117,472-79.2% | $68,494-64.3% |
| Participation rate | 89.2% | 56.8%+32.4pp | 70.6%+18.6pp | 67.9%+21.3pp |
| Annual return | -12.04% | -14.52%+2.5pp | 29.74%-41.8pp | -7.84%-4.2pp |
| Employer contribution / active EE | $8,440 | $1,505+461.0% | $4,176+102.1% | $2,596+225.1% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $412 | $4,020-89.8% | $5,645-92.7% | $5,403-92.4% |