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 8-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 | $41,429 | $45,863-9.7% | $77,024-46.2% | $68,494-39.5% |
| Participation rate | 89.3% | 55.9%+33.4pp | 67.9%+21.4pp | 67.9%+21.4pp |
| Annual return | -16.03% | 1.72%-17.8pp | 42.32%-58.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,103 | $1,650+148.8% | $2,812+45.9% | $2,596+58.0% |
| Participant deferral / active EE | $6,507 | $2,962+119.7% | $4,426+47.0% | $4,027+61.6% |
| Admin fee / account holder | $2,311 | $3,041-24.0% | $5,425-57.4% | $5,403-57.2% |