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 | $23,909 | $59,805-60.0% | $79,550-69.9% | $68,494-65.1% |
| Participation rate | 84.8% | 61.1%+23.8pp | 69.5%+15.4pp | 67.9%+17.0pp |
| Annual return | -18.84% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,658 | $1,505+143.1% | $2,413+51.6% | $2,596+40.9% |
| Participant deferral / active EE | $6,727 | $3,024+122.4% | $3,985+68.8% | $4,027+67.1% |
| Admin fee / account holder | $3,485 | $4,835-27.9% | $6,832-49.0% | $5,403-35.5% |