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 | $25,278 | $90,519-72.1% | $93,789-73.0% | $134,475-81.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -17.56% | -15.72%-1.8pp | -11.33%-6.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,667 | $4,343+53.5% | $4,323+54.2% | $4,740+40.7% |
| Participant deferral / active EE | $2,132 | $5,978-64.3% | $6,094-65.0% | $6,400-66.7% |
| Admin fee / account holder | $872 | $9,252-90.6% | $7,195-87.9% | $11,426-92.4% |