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 | $43,034 | $54,229-20.6% | $70,092-38.6% | $68,494-37.2% |
| Participation rate | 83.3% | 64.5%+18.8pp | 70.5%+12.9pp | 67.9%+15.4pp |
| Annual return | -15.08% | -13.87%-1.2pp | 190.73%-205.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,240 | $2,018+11.0% | $2,559-12.4% | $2,596-13.7% |
| Participant deferral / active EE | $4,251 | $2,956+43.8% | $3,849+10.5% | $4,027+5.6% |
| Admin fee / account holder | $927 | $4,694-80.3% | $6,267-85.2% | $5,403-82.8% |