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 7-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 | $9,674 | $45,863-78.9% | $77,024-87.4% | $68,494-85.9% |
| Participation rate | 78.6% | 55.9%+22.7pp | 67.9%+10.7pp | 67.9%+10.7pp |
| Annual return | -18.99% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,479 | $1,650-10.3% | $2,812-47.4% | $2,596-43.0% |
| Participant deferral / active EE | $2,379 | $2,962-19.7% | $4,426-46.3% | $4,027-40.9% |
| Admin fee / account holder | $395 | $3,041-87.0% | $5,425-92.7% | $5,403-92.7% |