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 9-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 | $38,078 | $167,307-77.2% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-3.9pp |
| Annual return | -18.73% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,397 | $5,619-39.5% | $4,951-31.4% | $4,740-28.3% |
| Participant deferral / active EE | $6,670 | $6,446+3.5% | $5,637+18.3% | $6,400+4.2% |
| Admin fee / account holder | $992 | $18,088-94.5% | $14,673-93.2% | $11,426-91.3% |