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 | $69,589 | $54,350+28.0% | $82,719-15.9% | $68,494+1.6% |
| Participation rate | 76.2% | 63.9%+12.3pp | 72.6%+3.6pp | 67.9%+8.3pp |
| Annual return | -9.07% | -13.67%+4.6pp | 701.18%-710.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,459 | $2,218+10.8% | $3,009-18.3% | $2,596-5.3% |
| Participant deferral / active EE | $4,697 | $3,246+44.7% | $4,395+6.9% | $4,027+16.6% |
| Admin fee / account holder | $5,362 | $4,395+22.0% | $5,329+0.6% | $5,403-0.7% |