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 | $71,151 | $167,484-57.5% | $151,611-53.1% | $134,475-47.1% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -17.74% | 7.80%-25.5pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,607 | $6,829-76.5% | $6,166-73.9% | $4,740-66.1% |
| Participant deferral / active EE | $14,848 | $8,986+65.2% | $8,363+77.5% | $6,400+132.0% |
| Admin fee / account holder | $1,864 | $13,783-86.5% | $11,616-84.0% | $11,426-83.7% |