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 | $28,145 | $85,790-67.2% | $67,313-58.2% | $135,375-79.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -8.20% | -0.54%-7.7pp | -4.08%-4.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,493 | $3,487+28.8% | $2,566+75.1% | $4,779-6.0% |
| Participant deferral / active EE | $4,493 | $4,651-3.4% | $3,568+25.9% | $5,609-19.9% |
| Admin fee / account holder | $2,869 | $6,392-55.1% | $4,507-36.3% | $10,827-73.5% |