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 | $42,124 | $73,867-43.0% | $143,757-70.7% | $68,494-38.5% |
| Participation rate | 83.0% | 66.7%+16.3pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -17.41% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,528 | $3,184-52.0% | $4,951-69.1% | $2,596-41.1% |
| Participant deferral / active EE | $3,304 | $3,384-2.4% | $5,637-41.4% | $4,027-18.0% |
| Admin fee / account holder | $426 | $5,755-92.6% | $14,673-97.1% | $5,403-92.1% |