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 | $37,333 | $59,805-37.6% | $79,550-53.1% | $68,494-45.5% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.5%+18.4pp | 67.9%+20.0pp |
| Annual return | -18.57% | -12.30%-6.3pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,772 | $1,505+84.2% | $2,413+14.9% | $2,596+6.8% |
| Participant deferral / active EE | $5,985 | $3,024+97.9% | $3,985+50.2% | $4,027+48.6% |
| Admin fee / account holder | $1,447 | $4,835-70.1% | $6,832-78.8% | $5,403-73.2% |