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 | $83,972 | $76,000+10.5% | $154,107-45.5% | $64,186+30.8% |
| Participation rate | 87.9% | 70.4%+17.5pp | 83.0%+4.8pp | 69.6%+18.3pp |
| Annual return | -7.60% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,114 | $3,351-36.9% | $5,298-60.1% | $2,381-11.2% |
| Participant deferral / active EE | $3,473 | $3,175+9.4% | $5,081-31.6% | $3,470+0.1% |
| Admin fee / account holder | $2,405 | $5,596-57.0% | $13,411-82.1% | $4,888-50.8% |