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 8-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 | $14,151 | $48,265-70.7% | $68,791-79.4% | $68,494-79.3% |
| Participation rate | 82.4% | 60.7%+21.7pp | 69.0%+13.3pp | 67.9%+14.5pp |
| Annual return | -18.94% | -12.71%-6.2pp | -6.38%-12.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,095 | $1,829-40.1% | $2,655-58.7% | $2,596-57.8% |
| Participant deferral / active EE | $2,679 | $2,867-6.6% | $3,941-32.0% | $4,027-33.5% |
| Admin fee / account holder | $385 | $4,355-91.2% | $4,932-92.2% | $5,403-92.9% |