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 | $74,612 | $93,024-19.8% | $77,024-3.1% | $134,475-44.5% |
| Participation rate | 70.8% | 74.5%-3.6pp | 67.9%+2.9pp | 81.2%-10.4pp |
| Annual return | -17.56% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,071 | $3,418-39.4% | $2,812-26.3% | $4,740-56.3% |
| Participant deferral / active EE | $4,253 | $5,238-18.8% | $4,426-3.9% | $6,400-33.5% |
| Admin fee / account holder | $368 | $6,944-94.7% | $5,425-93.2% | $11,426-96.8% |