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 7-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 | $31,686 | $64,707-51.0% | $112,228-71.8% | $68,494-53.7% |
| Participation rate | 87.0% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.1pp |
| Annual return | -5.16% | -11.40%+6.2pp | 27.45%-32.6pp | -7.84%+2.7pp |
| Employer contribution / active EE | $2,316 | $2,746-15.7% | $3,635-36.3% | $2,596-10.8% |
| Participant deferral / active EE | $5,065 | $3,565+42.1% | $4,728+7.1% | $4,027+25.8% |
| Admin fee / account holder | $1,499 | $5,232-71.3% | $6,410-76.6% | $5,403-72.3% |