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 4-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 | $13,082 | $82,286-84.1% | $68,791-81.0% | $134,475-90.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -13.83% | -2.19%-11.6pp | -6.38%-7.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,491 | $3,301-54.8% | $2,655-43.9% | $4,740-68.6% |
| Participant deferral / active EE | $3,688 | $4,739-22.2% | $3,941-6.4% | $6,400-42.4% |
| Admin fee / account holder | $434 | $6,481-93.3% | $4,932-91.2% | $11,426-96.2% |