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 9-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 | $12,149 | $42,894-71.7% | $60,874-80.0% | $68,494-82.3% |
| Participation rate | 83.9% | 66.8%+17.1pp | 73.1%+10.8pp | 67.9%+16.0pp |
| Annual return | -5.99% | -13.98%+8.0pp | 16.90%-22.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $2,016 | $1,978+1.9% | $2,701-25.4% | $2,596-22.4% |
| Participant deferral / active EE | $4,947 | $2,867+72.6% | $3,817+29.6% | $4,027+22.8% |
| Admin fee / account holder | $1,290 | $3,101-58.4% | $3,224-60.0% | $5,403-76.1% |