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 8-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 | $34,996 | $71,883-51.3% | $86,677-59.6% | $68,494-48.9% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -4.03% | 3.52%-7.6pp | 35.91%-39.9pp | -7.84%+3.8pp |
| Employer contribution / active EE | $3,891 | $2,173+79.1% | $2,836+37.2% | $2,596+49.9% |
| Participant deferral / active EE | $8,320 | $3,779+120.2% | $4,656+78.7% | $4,027+106.6% |
| Admin fee / account holder | $1,925 | $6,112-68.5% | $7,493-74.3% | $5,403-64.4% |