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 | $44,516 | $167,307-73.4% | $143,757-69.0% | $134,475-66.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -10.62% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,510 | $5,619-37.5% | $4,951-29.1% | $4,740-25.9% |
| Participant deferral / active EE | $7,620 | $6,446+18.2% | $5,637+35.2% | $6,400+19.1% |
| Admin fee / account holder | $3,449 | $18,088-80.9% | $14,673-76.5% | $11,426-69.8% |