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 | $50,314 | $64,707-22.2% | $112,228-55.2% | $68,494-26.5% |
| Participation rate | 81.4% | 67.2%+14.2pp | 75.1%+6.3pp | 67.9%+13.5pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,606 | $2,746+31.3% | $3,635-0.8% | $2,596+38.9% |
| Participant deferral / active EE | $8,305 | $3,565+133.0% | $4,728+75.7% | $4,027+106.2% |
| Admin fee / account holder | $752 | $5,232-85.6% | $6,410-88.3% | $5,403-86.1% |