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 | $28,637 | $42,894-33.2% | $60,874-53.0% | $68,494-58.2% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.3pp | 67.9%+27.6pp |
| Annual return | -9.08% | -13.98%+4.9pp | 16.90%-26.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $6,982 | $1,978+253.0% | $2,701+158.5% | $2,596+168.9% |
| Participant deferral / active EE | $1,339 | $2,867-53.3% | $3,817-64.9% | $4,027-66.8% |
| Admin fee / account holder | $1,884 | $3,101-39.2% | $3,224-41.6% | $5,403-65.1% |