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 3-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 | $21,446 | $133,958-84.0% | $112,228-80.9% | $134,475-84.1% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -18.62% | 47.11%-65.7pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,182 | $4,038-46.0% | $3,635-40.0% | $4,740-54.0% |
| Participant deferral / active EE | $4,611 | $5,291-12.8% | $4,728-2.5% | $6,400-27.9% |
| Admin fee / account holder | $648 | $7,489-91.3% | $6,410-89.9% | $11,426-94.3% |