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 | $83,739 | $57,354+46.0% | $83,848-0.1% | $64,186+30.5% |
| Participation rate | 72.2% | 68.6%+3.6pp | 76.1%-3.9pp | 69.6%+2.7pp |
| Annual return | -6.48% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $612 | $2,545-75.9% | $3,631-83.1% | $2,381-74.3% |
| Participant deferral / active EE | $2,848 | $2,993-4.8% | $4,082-30.2% | $3,470-17.9% |
| Admin fee / account holder | $2,178 | $4,046-46.2% | $5,478-60.2% | $4,888-55.4% |