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 | $22,547 | $50,958-55.8% | $74,550-69.8% | $64,186-64.9% |
| Participation rate | 94.5% | 61.1%+33.5pp | 69.1%+25.4pp | 69.6%+25.0pp |
| Annual return | -6.21% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,391 | $1,115+24.7% | $1,961-29.1% | $2,381-41.6% |
| Participant deferral / active EE | $1,497 | $2,301-35.0% | $3,108-51.8% | $3,470-56.9% |
| Admin fee / account holder | $1,076 | $4,223-74.5% | $5,060-78.7% | $4,888-78.0% |