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 | $69,664 | $77,813-10.5% | $123,544-43.6% | $64,186+8.5% |
| Participation rate | 78.7% | 74.7%+4.0pp | 82.3%-3.6pp | 69.6%+9.2pp |
| Annual return | -6.54% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,352 | $3,014-22.0% | $4,628-49.2% | $2,381-1.2% |
| Participant deferral / active EE | $3,796 | $5,240-27.6% | $6,426-40.9% | $3,470+9.4% |
| Admin fee / account holder | $17,654 | $5,519+219.9% | $9,284+90.2% | $4,888+261.2% |