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 | $14,800 | $54,229-72.7% | $70,092-78.9% | $68,494-78.4% |
| Participation rate | 96.7% | 64.5%+32.2pp | 70.5%+26.2pp | 67.9%+28.8pp |
| Annual return | -15.21% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,270 | $2,018-37.1% | $2,559-50.4% | $2,596-51.1% |
| Participant deferral / active EE | $1,327 | $2,956-55.1% | $3,849-65.5% | $4,027-67.0% |
| Admin fee / account holder | $2,441 | $4,694-48.0% | $6,267-61.1% | $5,403-54.8% |