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 6-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 | $33,921 | $71,883-52.8% | $86,677-60.9% | $68,494-50.5% |
| Participation rate | 85.9% | 72.2%+13.7pp | 76.6%+9.3pp | 67.9%+18.0pp |
| Annual return | -14.94% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,604 | $2,173-26.2% | $2,836-43.4% | $2,596-38.2% |
| Participant deferral / active EE | $4,143 | $3,779+9.6% | $4,656-11.0% | $4,027+2.9% |
| Admin fee / account holder | $1,576 | $6,112-74.2% | $7,493-79.0% | $5,403-70.8% |