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 | $57,639 | $72,404-20.4% | $110,238-47.7% | $64,186-10.2% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.1pp |
| Annual return | -5.87% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,801 | $2,282+22.8% | $3,826-26.8% | $2,381+17.6% |
| Participant deferral / active EE | $2,875 | $3,469-17.1% | $4,672-38.5% | $3,470-17.1% |
| Admin fee / account holder | $2,596 | $5,664-54.2% | $8,547-69.6% | $4,888-46.9% |