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 | $70,901 | $97,044-26.9% | $83,333-14.9% | $135,375-47.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -1.51% | 12.31%-13.8pp | 10.63%-12.1pp | 519.73%-521.2pp |
| Employer contribution / active EE | $4,108 | $4,143-0.8% | $3,379+21.6% | $4,779-14.0% |
| Participant deferral / active EE | $1,872 | $5,964-68.6% | $5,565-66.4% | $5,609-66.6% |
| Admin fee / account holder | $1,552 | $8,380-81.5% | $7,510-79.3% | $10,827-85.7% |