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 | $87,127 | $82,664+5.4% | $125,339-30.5% | $68,494+27.2% |
| Participation rate | 73.8% | 75.0%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -12.14% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,094 | $3,381-38.1% | $4,814-56.5% | $2,596-19.3% |
| Participant deferral / active EE | $5,046 | $6,110-17.4% | $7,446-32.2% | $4,027+25.3% |
| Admin fee / account holder | $3,086 | $6,275-50.8% | $10,010-69.2% | $5,403-42.9% |