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 | $30,575 | $71,883-57.5% | $86,677-64.7% | $68,494-55.4% |
| Participation rate | 88.4% | 72.2%+16.1pp | 76.6%+11.8pp | 67.9%+20.5pp |
| Annual return | -14.45% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,417 | $2,173-34.8% | $2,836-50.0% | $2,596-45.4% |
| Participant deferral / active EE | $2,236 | $3,779-40.8% | $4,656-52.0% | $4,027-44.5% |
| Admin fee / account holder | $511 | $6,112-91.6% | $7,493-93.2% | $5,403-90.5% |