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 | $61,313 | $95,862-36.0% | $79,550-22.9% | $134,475-54.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -18.82% | -2.69%-16.1pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,365 | $3,128-24.4% | $2,413-2.0% | $4,740-50.1% |
| Participant deferral / active EE | $4,127 | $4,693-12.1% | $3,985+3.6% | $6,400-35.5% |
| Admin fee / account holder | $3,846 | $9,126-57.9% | $6,832-43.7% | $11,426-66.3% |