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 | $25,884 | $95,862-73.0% | $79,550-67.5% | $134,475-80.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -16.56% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,407 | $3,128-55.0% | $2,413-41.7% | $4,740-70.3% |
| Participant deferral / active EE | $2,094 | $4,693-55.4% | $3,985-47.5% | $6,400-67.3% |
| Admin fee / account holder | $5,069 | $9,126-44.5% | $6,832-25.8% | $11,426-55.6% |