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 5-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 | $24,874 | $95,862-74.1% | $79,550-68.7% | $134,475-81.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -20.04% | -2.69%-17.4pp | 0.16%-20.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,653 | $3,128+16.8% | $2,413+51.4% | $4,740-22.9% |
| Participant deferral / active EE | $6,113 | $4,693+30.3% | $3,985+53.4% | $6,400-4.5% |
| Admin fee / account holder | $745 | $9,126-91.8% | $6,832-89.1% | $11,426-93.5% |