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 | $43,862 | $82,286-46.7% | $68,791-36.2% | $134,475-67.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -19.03% | -2.19%-16.8pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,996 | $3,301+21.1% | $2,655+50.5% | $4,740-15.7% |
| Participant deferral / active EE | $10,150 | $4,739+114.2% | $3,941+157.5% | $6,400+58.6% |
| Admin fee / account holder | $789 | $6,481-87.8% | $4,932-84.0% | $11,426-93.1% |