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 | $44,700 | $106,115-57.9% | $85,969-48.0% | $125,391-64.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.38% | 13.93%-16.3pp | 9.32%-11.7pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,663 | $4,537-63.4% | $3,474-52.1% | $4,866-65.8% |
| Participant deferral / active EE | $3,118 | $4,859-35.8% | $3,829-18.6% | $5,352-41.7% |
| Admin fee / account holder | $328 | $8,144-96.0% | $6,053-94.6% | $9,540-96.6% |