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 | $42,082 | $95,862-56.1% | $79,550-47.1% | $134,475-68.7% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -19.13% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,730 | $3,128-12.7% | $2,413+13.1% | $4,740-42.4% |
| Participant deferral / active EE | $6,852 | $4,693+46.0% | $3,985+71.9% | $6,400+7.1% |
| Admin fee / account holder | $634 | $9,126-93.1% | $6,832-90.7% | $11,426-94.5% |