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 | $23,389 | $46,674-49.9% | $117,472-80.1% | $68,494-65.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -2.34% | -14.52%+12.2pp | 29.74%-32.1pp | -7.84%+5.5pp |
| Employer contribution / active EE | $3,126 | $1,505+107.8% | $4,176-25.1% | $2,596+20.4% |
| Participant deferral / active EE | $7,577 | $2,636+187.4% | $4,070+86.1% | $4,027+88.1% |
| Admin fee / account holder | $811 | $4,020-79.8% | $5,645-85.6% | $5,403-85.0% |