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 | $50,828 | $92,222-44.9% | $76,768-33.8% | $135,375-62.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.81% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,359 | $3,216-57.7% | $2,485-45.3% | $4,779-71.6% |
| Participant deferral / active EE | $2,164 | $4,509-52.0% | $3,852-43.8% | $5,609-61.4% |
| Admin fee / account holder | $1,792 | $10,748-83.3% | $6,675-73.2% | $10,827-83.4% |