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 9-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 | $39,271 | $53,162-26.1% | $91,220-56.9% | $68,494-42.7% |
| Participation rate | 93.8% | 63.2%+30.6pp | 73.2%+20.6pp | 67.9%+25.9pp |
| Annual return | -16.43% | -3.14%-13.3pp | 114.01%-130.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,616 | $1,709+53.0% | $2,850-8.2% | $2,596+0.8% |
| Participant deferral / active EE | $4,301 | $2,974+44.6% | $4,234+1.6% | $4,027+6.8% |
| Admin fee / account holder | $1,658 | $4,493-63.1% | $5,420-69.4% | $5,403-69.3% |