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 | $183,545 | $59,107+210.5% | $86,436+112.3% | $68,494+168.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -15.90% | -0.23%-15.7pp | 4394.89%-4410.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,922 | $2,519-23.7% | $3,769-49.0% | $2,596-26.0% |
| Participant deferral / active EE | $7,109 | $5,901+20.5% | $6,952+2.3% | $4,027+76.5% |
| Admin fee / account holder | $4,401 | $5,637-21.9% | $6,731-34.6% | $5,403-18.5% |