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 | $22,284 | $64,707-65.6% | $112,228-80.1% | $68,494-67.5% |
| Participation rate | 73.6% | 67.2%+6.4pp | 75.1%-1.5pp | 67.9%+5.7pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,426 | $2,746-48.1% | $3,635-60.8% | $2,596-45.1% |
| Participant deferral / active EE | $3,499 | $3,565-1.8% | $4,728-26.0% | $4,027-13.1% |
| Admin fee / account holder | $506 | $5,232-90.3% | $6,410-92.1% | $5,403-90.6% |