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 | $18,150 | $45,863-60.4% | $77,024-76.4% | $68,494-73.5% |
| Participation rate | 96.6% | 55.9%+40.6pp | 67.9%+28.6pp | 67.9%+28.7pp |
| Annual return | -17.03% | 1.72%-18.8pp | 42.32%-59.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,964 | $1,650+19.1% | $2,812-30.2% | $2,596-24.3% |
| Participant deferral / active EE | $4,153 | $2,962+40.2% | $4,426-6.2% | $4,027+3.1% |
| Admin fee / account holder | $1,637 | $3,041-46.2% | $5,425-69.8% | $5,403-69.7% |