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 | $27,973 | $127,386-78.0% | $115,037-75.7% | $125,391-77.7% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.35% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,256 | $5,166-56.3% | $4,608-51.0% | $4,866-53.6% |
| Participant deferral / active EE | $2,592 | $6,423-59.6% | $6,026-57.0% | $5,352-51.6% |
| Admin fee / account holder | $977 | $9,516-89.7% | $8,175-88.1% | $9,540-89.8% |