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 | $38,002 | $95,862-60.4% | $79,550-52.2% | $134,475-71.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -18.29% | -2.69%-15.6pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,740 | $3,128-44.4% | $2,413-27.9% | $4,740-63.3% |
| Participant deferral / active EE | $2,034 | $4,693-56.7% | $3,985-49.0% | $6,400-68.2% |
| Admin fee / account holder | $566 | $9,126-93.8% | $6,832-91.7% | $11,426-95.0% |