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 | $89,632 | $107,791-16.8% | $90,645-1.1% | $135,375-33.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -8.63% | -0.90%-7.7pp | 1.88%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,303 | $3,018-56.8% | $2,532-48.5% | $4,779-72.7% |
| Participant deferral / active EE | $3,322 | $3,872-14.2% | $3,425-3.0% | $5,609-40.8% |
| Admin fee / account holder | $49,345 | $5,930+732.2% | $4,994+888.1% | $10,827+355.8% |