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 | $30,189 | $64,119-52.9% | $112,228-73.1% | $66,914-54.9% |
| Participation rate | 73.4% | 68.5%+4.9pp | 75.1%-1.7pp | 69.8%+3.6pp |
| Annual return | -17.11% | -13.81%-3.3pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $7,054 | $3,005+134.7% | $3,635+94.1% | $2,544+177.2% |
| Participant deferral / active EE | $3,159 | $3,693-14.5% | $4,728-33.2% | $4,237-25.4% |
| Admin fee / account holder | $3,362 | $625+437.7% | $6,410-47.6% | $593+466.6% |