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 | $13,933 | $42,894-67.5% | $60,874-77.1% | $68,494-79.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.08% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,825 | $1,978-7.8% | $2,701-32.5% | $2,596-29.7% |
| Participant deferral / active EE | $3,099 | $2,867+8.1% | $3,817-18.8% | $4,027-23.0% |
| Admin fee / account holder | $4,366 | $3,101+40.8% | $3,224+35.4% | $5,403-19.2% |