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 6-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 | $32,178 | $81,900-60.7% | $119,609-73.1% | $68,494-53.0% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | -9.54% | -23.82%+14.3pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $5,126 | $2,693+90.3% | $4,232+21.1% | $2,596+97.4% |
| Participant deferral / active EE | $6,405 | $4,148+54.4% | $5,602+14.3% | $4,027+59.0% |
| Admin fee / account holder | $8,180 | $6,582+24.3% | $10,323-20.8% | $5,403+51.4% |