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 | $66,940 | $142,344-53.0% | $119,609-44.0% | $134,475-50.2% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -14.09% | -12.44%-1.6pp | -14.97%+0.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $7,030 | $5,222+34.6% | $4,232+66.1% | $4,740+48.3% |
| Participant deferral / active EE | $3,354 | $6,469-48.2% | $5,602-40.1% | $6,400-47.6% |
| Admin fee / account holder | $8,938 | $13,584-34.2% | $10,323-13.4% | $11,426-21.8% |