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 | $32,983 | $92,222-64.2% | $76,768-57.0% | $135,375-75.6% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -4.46% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,981 | $3,216-38.4% | $2,485-20.3% | $4,779-58.5% |
| Participant deferral / active EE | $1,794 | $4,509-60.2% | $3,852-53.4% | $5,609-68.0% |
| Admin fee / account holder | $2,926 | $10,748-72.8% | $6,675-56.2% | $10,827-73.0% |