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 | $66,198 | $57,354+15.4% | $83,848-21.0% | $64,186+3.1% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.2pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,935 | $2,545+15.3% | $3,631-19.2% | $2,381+23.3% |
| Participant deferral / active EE | $5,811 | $2,993+94.1% | $4,082+42.4% | $3,470+67.5% |
| Admin fee / account holder | $2,533 | $4,046-37.4% | $5,478-53.8% | $4,888-48.2% |