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 | $72,975 | $64,707+12.8% | $112,228-35.0% | $68,494+6.5% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -16.33% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,341 | $2,746+167.4% | $3,635+102.0% | $2,596+182.8% |
| Participant deferral / active EE | $7,464 | $3,565+109.4% | $4,728+57.9% | $4,027+85.3% |
| Admin fee / account holder | $583 | $5,232-88.9% | $6,410-90.9% | $5,403-89.2% |