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 | $17,078 | $95,862-82.2% | $79,550-78.5% | $134,475-87.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -15.92% | -2.69%-13.2pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $896 | $3,128-71.3% | $2,413-62.9% | $4,740-81.1% |
| Participant deferral / active EE | $3,214 | $4,693-31.5% | $3,985-19.4% | $6,400-49.8% |
| Admin fee / account holder | $694 | $9,126-92.4% | $6,832-89.8% | $11,426-93.9% |