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 | $44,117 | $167,307-73.6% | $143,757-69.3% | $134,475-67.2% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -14.90% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,299 | $5,619-59.1% | $4,951-53.6% | $4,740-51.5% |
| Participant deferral / active EE | $4,828 | $6,446-25.1% | $5,637-14.4% | $6,400-24.6% |
| Admin fee / account holder | $1,180 | $18,088-93.5% | $14,673-92.0% | $11,426-89.7% |