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 | $73,269 | $76,000-3.6% | $154,107-52.5% | $64,186+14.2% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.8pp | 69.6%+18.2pp |
| Annual return | -6.01% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,285 | $3,351+57.7% | $5,298-0.2% | $2,381+122.0% |
| Participant deferral / active EE | $4,377 | $3,175+37.9% | $5,081-13.8% | $3,470+26.2% |
| Admin fee / account holder | $2,830 | $5,596-49.4% | $13,411-78.9% | $4,888-42.1% |