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 | $64,782 | $71,883-9.9% | $86,677-25.3% | $68,494-5.4% |
| Participation rate | 72.5% | 72.2%+0.3pp | 76.6%-4.0pp | 67.9%+4.7pp |
| Annual return | -16.83% | 3.52%-20.4pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,242 | $2,173+49.2% | $2,836+14.3% | $2,596+24.9% |
| Participant deferral / active EE | $6,535 | $3,779+72.9% | $4,656+40.4% | $4,027+62.3% |
| Admin fee / account holder | $4,619 | $6,112-24.4% | $7,493-38.4% | $5,403-14.5% |