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 | $33,286 | $59,805-44.3% | $79,550-58.2% | $68,494-51.4% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.5%+6.1pp | 67.9%+7.7pp |
| Annual return | -18.84% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,616 | $1,505+7.3% | $2,413-33.1% | $2,596-37.8% |
| Participant deferral / active EE | $3,476 | $3,024+14.9% | $3,985-12.8% | $4,027-13.7% |
| Admin fee / account holder | $979 | $4,835-79.8% | $6,832-85.7% | $5,403-81.9% |