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 | $33,141 | $48,265-31.3% | $68,791-51.8% | $68,494-51.6% |
| Participation rate | 96.1% | 60.7%+35.4pp | 69.0%+27.1pp | 67.9%+28.2pp |
| Annual return | -19.40% | -12.71%-6.7pp | -6.38%-13.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $6,902 | $1,829+277.5% | $2,655+160.0% | $2,596+165.9% |
| Participant deferral / active EE | $4,013 | $2,867+40.0% | $3,941+1.8% | $4,027-0.4% |
| Admin fee / account holder | $1,427 | $4,355-67.2% | $4,932-71.1% | $5,403-73.6% |