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 | $30,038 | $73,867-59.3% | $143,757-79.1% | $68,494-56.1% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -11.37% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,911 | $3,184-40.0% | $4,951-61.4% | $2,596-26.4% |
| Participant deferral / active EE | $6,156 | $3,384+81.9% | $5,637+9.2% | $4,027+52.8% |
| Admin fee / account holder | $600 | $5,755-89.6% | $14,673-95.9% | $5,403-88.9% |