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 | $20,681 | $73,867-72.0% | $143,757-85.6% | $68,494-69.8% |
| Participation rate | 94.8% | 66.7%+28.2pp | 80.3%+14.5pp | 67.9%+26.9pp |
| Annual return | -14.16% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,007 | $3,184-68.4% | $4,951-79.7% | $2,596-61.2% |
| Participant deferral / active EE | $1,617 | $3,384-52.2% | $5,637-71.3% | $4,027-59.8% |
| Admin fee / account holder | $2,242 | $5,755-61.0% | $14,673-84.7% | $5,403-58.5% |