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 | $30,721 | $82,286-62.7% | $68,791-55.3% | $134,475-77.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -15.31% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,623 | $3,301+9.8% | $2,655+36.4% | $4,740-23.6% |
| Participant deferral / active EE | $3,658 | $4,739-22.8% | $3,941-7.2% | $6,400-42.8% |
| Admin fee / account holder | $1,288 | $6,481-80.1% | $4,932-73.9% | $11,426-88.7% |