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 | $51,081 | $53,162-3.9% | $91,220-44.0% | $68,494-25.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 73.2%+6.8pp | 67.9%+12.1pp |
| Annual return | -15.53% | -3.14%-12.4pp | 114.01%-129.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,250 | $1,709+31.6% | $2,850-21.1% | $2,596-13.4% |
| Participant deferral / active EE | $4,978 | $2,974+67.4% | $4,234+17.6% | $4,027+23.6% |
| Admin fee / account holder | $13,397 | $4,493+198.2% | $5,420+147.2% | $5,403+148.0% |