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 9-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 | $74,649 | $167,307-55.4% | $143,757-48.1% | $134,475-44.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -10.98% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,313 | $5,619-76.6% | $4,951-73.5% | $4,740-72.3% |
| Participant deferral / active EE | $3,000 | $6,446-53.5% | $5,637-46.8% | $6,400-53.1% |
| Admin fee / account holder | $2,361 | $18,088-86.9% | $14,673-83.9% | $11,426-79.3% |