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 | $113,686 | $54,229+109.6% | $70,092+62.2% | $68,494+66.0% |
| Participation rate | 70.2% | 64.5%+5.7pp | 70.5%-0.3pp | 67.9%+2.3pp |
| Annual return | -14.01% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,589 | $2,018-21.3% | $2,559-37.9% | $2,596-38.8% |
| Participant deferral / active EE | $4,869 | $2,956+64.7% | $3,849+26.5% | $4,027+20.9% |
| Admin fee / account holder | $11,862 | $4,694+152.7% | $6,267+89.3% | $5,403+119.6% |