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 | $35,439 | $77,813-54.5% | $123,544-71.3% | $64,186-44.8% |
| Participation rate | 80.9% | 74.7%+6.1pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -6.33% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,436 | $5,240+22.8% | $6,426+0.2% | $3,470+85.5% |
| Admin fee / account holder | $1,251 | $5,519-77.3% | $9,284-86.5% | $4,888-74.4% |