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 5-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 | $21,048 | $100,754-79.1% | $86,677-75.7% | $134,475-84.3% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -18.92% | 29.04%-48.0pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $8,480 | $3,489+143.0% | $2,836+199.0% | $4,740+78.9% |
| Participant deferral / active EE | $3,389 | $5,338-36.5% | $4,656-27.2% | $6,400-47.0% |
| Admin fee / account holder | $329 | $10,926-97.0% | $7,493-95.6% | $11,426-97.1% |