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 | $74,742 | $133,958-44.2% | $112,228-33.4% | $134,475-44.4% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -11.11% | 47.11%-58.2pp | 27.45%-38.6pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,646 | $4,038-34.5% | $3,635-27.2% | $4,740-44.2% |
| Participant deferral / active EE | $4,831 | $5,291-8.7% | $4,728+2.2% | $6,400-24.5% |
| Admin fee / account holder | $27,901 | $7,489+272.6% | $6,410+335.3% | $11,426+144.2% |