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 | $36,812 | $71,883-48.8% | $86,677-57.5% | $68,494-46.3% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.6pp | 67.9%+16.2pp |
| Annual return | -14.34% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,128 | $2,173-2.1% | $2,836-25.0% | $2,596-18.0% |
| Participant deferral / active EE | $6,148 | $3,779+62.7% | $4,656+32.1% | $4,027+52.7% |
| Admin fee / account holder | $4,327 | $6,112-29.2% | $7,493-42.3% | $5,403-19.9% |