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 6-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 | $86,895 | $167,307-48.1% | $143,757-39.6% | $134,475-35.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -12.46% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,359 | $5,619-58.0% | $4,951-52.4% | $4,740-50.2% |
| Participant deferral / active EE | $3,701 | $6,446-42.6% | $5,637-34.3% | $6,400-42.2% |
| Admin fee / account holder | $1,324 | $18,088-92.7% | $14,673-91.0% | $11,426-88.4% |