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 | $70,027 | $73,867-5.2% | $143,757-51.3% | $68,494+2.2% |
| Participation rate | 73.5% | 66.7%+6.9pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | -16.80% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,729 | $3,184-45.7% | $4,951-65.1% | $2,596-33.4% |
| Participant deferral / active EE | $3,540 | $3,384+4.6% | $5,637-37.2% | $4,027-12.1% |
| Admin fee / account holder | $2,778 | $5,755-51.7% | $14,673-81.1% | $5,403-48.6% |