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 | $65,636 | $158,817-58.7% | $121,196-45.8% | $135,375-51.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -8.25% | -0.64%-7.6pp | 16.93%-25.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,380 | $5,665-75.6% | $4,022-65.7% | $4,779-71.1% |
| Participant deferral / active EE | $8,829 | $4,005+120.5% | $3,344+164.0% | $5,609+57.4% |
| Admin fee / account holder | $329 | $6,512-94.9% | $5,019-93.4% | $10,827-97.0% |