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 | $23,077 | $59,805-61.4% | $79,550-71.0% | $68,494-66.3% |
| Participation rate | 88.4% | 61.1%+27.3pp | 69.5%+18.9pp | 67.9%+20.5pp |
| Annual return | -2.06% | -12.30%+10.2pp | 0.16%-2.2pp | -7.84%+5.8pp |
| Employer contribution / active EE | $1,847 | $1,505+22.7% | $2,413-23.5% | $2,596-28.9% |
| Participant deferral / active EE | $2,943 | $3,024-2.7% | $3,985-26.2% | $4,027-26.9% |
| Admin fee / account holder | $1,648 | $4,835-65.9% | $6,832-75.9% | $5,403-69.5% |