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 | $25,306 | $42,894-41.0% | $60,874-58.4% | $68,494-63.1% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.4pp | 67.9%+28.7pp |
| Annual return | -16.59% | -13.98%-2.6pp | 16.90%-33.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,088 | $1,978+106.6% | $2,701+51.3% | $2,596+57.4% |
| Participant deferral / active EE | $5,982 | $2,867+108.7% | $3,817+56.7% | $4,027+48.5% |
| Admin fee / account holder | $542 | $3,101-82.5% | $3,224-83.2% | $5,403-90.0% |