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 9-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 | $27,664 | $77,813-64.4% | $123,544-77.6% | $64,186-56.9% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.3%-8.4pp | 69.6%+4.3pp |
| Annual return | -5.75% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,785 | $3,014-40.8% | $4,628-61.4% | $2,381-25.0% |
| Participant deferral / active EE | $3,554 | $5,240-32.2% | $6,426-44.7% | $3,470+2.4% |
| Admin fee / account holder | $607 | $5,519-89.0% | $9,284-93.5% | $4,888-87.6% |