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 10-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 | $33,568 | $72,404-53.6% | $110,238-69.6% | $64,186-47.7% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.8pp |
| Annual return | -2.24% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,780 | $2,282-22.0% | $3,826-53.5% | $2,381-25.3% |
| Participant deferral / active EE | $3,001 | $3,469-13.5% | $4,672-35.8% | $3,470-13.5% |
| Admin fee / account holder | $1,183 | $5,664-79.1% | $8,547-86.2% | $4,888-75.8% |