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 | $23,915 | $64,707-63.0% | $112,228-78.7% | $68,494-65.1% |
| Participation rate | 87.0% | 67.2%+19.8pp | 75.1%+11.9pp | 67.9%+19.1pp |
| Annual return | -12.92% | -11.40%-1.5pp | 27.45%-40.4pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,108 | $2,746+13.2% | $3,635-14.5% | $2,596+19.7% |
| Participant deferral / active EE | $5,729 | $3,565+60.7% | $4,728+21.2% | $4,027+42.3% |
| Admin fee / account holder | $2,543 | $5,232-51.4% | $6,410-60.3% | $5,403-52.9% |