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 | $40,973 | $69,518-41.1% | $59,878-31.6% | $135,375-69.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -2.63% | 7.94%-10.6pp | 3.46%-6.1pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,564 | $3,235-20.7% | $2,722-5.8% | $4,779-46.4% |
| Participant deferral / active EE | $3,352 | $4,206-20.3% | $3,402-1.5% | $5,609-40.2% |
| Admin fee / account holder | $1,557 | $5,734-72.9% | $3,590-56.6% | $10,827-85.6% |