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 | $32,558 | $85,790-62.0% | $67,313-51.6% | $135,375-76.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.14% | -0.54%-7.6pp | -4.08%-4.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,990 | $3,487-42.9% | $2,566-22.4% | $4,779-58.4% |
| Participant deferral / active EE | $4,773 | $4,651+2.6% | $3,568+33.8% | $5,609-14.9% |
| Admin fee / account holder | $325 | $6,392-94.9% | $4,507-92.8% | $10,827-97.0% |