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 | $31,871 | $142,344-77.6% | $119,609-73.4% | $134,475-76.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.90% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,414 | $5,222-53.8% | $4,232-42.9% | $4,740-49.1% |
| Participant deferral / active EE | $4,611 | $6,469-28.7% | $5,602-17.7% | $6,400-28.0% |
| Admin fee / account holder | $8,098 | $13,584-40.4% | $10,323-21.6% | $11,426-29.1% |