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 | $74,457 | $82,664-9.9% | $125,339-40.6% | $68,494+8.7% |
| Participation rate | 76.3% | 75.0%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -9.52% | -5.97%-3.5pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,631 | $3,381-51.8% | $4,814-66.1% | $2,596-37.2% |
| Participant deferral / active EE | $4,433 | $6,110-27.5% | $7,446-40.5% | $4,027+10.1% |
| Admin fee / account holder | $2,871 | $6,275-54.2% | $10,010-71.3% | $5,403-46.9% |