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 | $87,397 | $72,404+20.7% | $110,238-20.7% | $64,186+36.2% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | -0.47% | -6.29%+5.8pp | 314.74%-315.2pp | 7.63%-8.1pp |
| Employer contribution / active EE | $2,458 | $2,282+7.7% | $3,826-35.8% | $2,381+3.2% |
| Participant deferral / active EE | $8,372 | $3,469+141.3% | $4,672+79.2% | $3,470+141.3% |
| Admin fee / account holder | $19,610 | $5,664+246.2% | $8,547+129.4% | $4,888+301.2% |