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 | $21,450 | $142,344-84.9% | $119,609-82.1% | $134,475-84.0% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -20.01% | -12.44%-7.6pp | -14.97%-5.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,546 | $5,222-51.2% | $4,232-39.8% | $4,740-46.3% |
| Participant deferral / active EE | $3,113 | $6,469-51.9% | $5,602-44.4% | $6,400-51.4% |
| Admin fee / account holder | $1,465 | $13,584-89.2% | $10,323-85.8% | $11,426-87.2% |