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 | $74,108 | $85,790-13.6% | $67,313+10.1% | $135,375-45.3% |
| Participation rate | 94.1% | 76.5%+17.7pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | -4.96% | -0.54%-4.4pp | -4.08%-0.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,351 | $3,487-61.3% | $2,566-47.3% | $4,779-71.7% |
| Participant deferral / active EE | $6,262 | $4,651+34.6% | $3,568+75.5% | $5,609+11.6% |
| Admin fee / account holder | $1,399 | $6,392-78.1% | $4,507-69.0% | $10,827-87.1% |