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 | $54,852 | $97,881-44.0% | $80,004-31.4% | $125,391-56.3% |
| Participation rate | 83.3% | 77.9%+5.5pp | 73.0%+10.3pp | 83.2%+0.1pp |
| Annual return | -1.45% | 9.36%-10.8pp | 7.63%-9.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,636 | $3,128+16.2% | $2,473+47.0% | $4,866-25.3% |
| Participant deferral / active EE | $9,681 | $3,744+158.5% | $3,204+202.2% | $5,352+80.9% |
| Admin fee / account holder | $491 | $6,278-92.2% | $5,033-90.2% | $9,540-94.8% |