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 | $91,706 | $142,344-35.6% | $119,609-23.3% | $134,475-31.8% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -14.83% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,588 | $5,222-50.4% | $4,232-38.9% | $4,740-45.4% |
| Participant deferral / active EE | $6,764 | $6,469+4.6% | $5,602+20.7% | $6,400+5.7% |
| Admin fee / account holder | $2,398 | $13,584-82.3% | $10,323-76.8% | $11,426-79.0% |