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 | $27,080 | $42,894-36.9% | $60,874-55.5% | $68,494-60.5% |
| Participation rate | 81.3% | 66.8%+14.5pp | 73.1%+8.1pp | 67.9%+13.4pp |
| Annual return | -9.60% | -13.98%+4.4pp | 16.90%-26.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,354 | $1,978-31.5% | $2,701-49.9% | $2,596-47.8% |
| Participant deferral / active EE | $2,661 | $2,867-7.2% | $3,817-30.3% | $4,027-33.9% |
| Admin fee / account holder | $1,036 | $3,101-66.6% | $3,224-67.9% | $5,403-80.8% |