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 | $60,922 | $82,664-26.3% | $125,339-51.4% | $68,494-11.1% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,805 | $3,381-46.6% | $4,814-62.5% | $2,596-30.5% |
| Participant deferral / active EE | $3,755 | $6,110-38.5% | $7,446-49.6% | $4,027-6.8% |
| Admin fee / account holder | $15,135 | $6,275+141.2% | $10,010+51.2% | $5,403+180.1% |