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 | $52,200 | $105,860-50.7% | $90,749-42.5% | $134,475-61.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -19.01% | -11.01%-8.0pp | -12.16%-6.8pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,547 | $3,462-26.4% | $2,921-12.8% | $4,740-46.3% |
| Participant deferral / active EE | $6,079 | $5,216+16.6% | $4,564+33.2% | $6,400-5.0% |
| Admin fee / account holder | $904 | $13,938-93.5% | $8,445-89.3% | $11,426-92.1% |