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 | $36,279 | $42,894-15.4% | $60,874-40.4% | $68,494-47.0% |
| Participation rate | 90.6% | 66.8%+23.8pp | 73.1%+17.5pp | 67.9%+22.7pp |
| Annual return | -16.94% | -13.98%-3.0pp | 16.90%-33.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,635 | $1,978+33.2% | $2,701-2.4% | $2,596+1.5% |
| Participant deferral / active EE | $9,357 | $2,867+226.4% | $3,817+145.2% | $4,027+132.4% |
| Admin fee / account holder | $1,777 | $3,101-42.7% | $3,224-44.9% | $5,403-67.1% |