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 | $25,526 | $69,010-63.0% | $159,960-84.0% | $68,494-62.7% |
| Participation rate | 75.8% | 65.4%+10.3pp | 78.0%-2.2pp | 67.9%+7.9pp |
| Annual return | -2.70% | -9.65%+6.9pp | 408.60%-411.3pp | -7.84%+5.1pp |
| Employer contribution / active EE | $2,526 | $2,213+14.1% | $4,226-40.2% | $2,596-2.7% |
| Participant deferral / active EE | $6,251 | $4,212+48.4% | $6,182+1.1% | $4,027+55.2% |
| Admin fee / account holder | $5,335 | $4,798+11.2% | $8,698-38.7% | $5,403-1.3% |