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 | $45,231 | $91,911-50.8% | $68,793-34.3% | $135,375-66.6% |
| Participation rate | 76.5% | 76.7%-0.3pp | 72.2%+4.2pp | 82.6%-6.2pp |
| Annual return | -6.42% | -8.22%+1.8pp | -4.63%-1.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,243 | $3,924-68.3% | $2,625-52.7% | $4,779-74.0% |
| Participant deferral / active EE | $1,906 | $4,315-55.8% | $3,311-42.4% | $5,609-66.0% |
| Admin fee / account holder | $15,626 | $9,240+69.1% | $5,131+204.6% | $10,827+44.3% |