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 | $78,931 | $167,307-52.8% | $143,757-45.1% | $134,475-41.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -16.48% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $8,616 | $5,619+53.3% | $4,951+74.0% | $4,740+81.8% |
| Participant deferral / active EE | $5,529 | $6,446-14.2% | $5,637-1.9% | $6,400-13.6% |
| Admin fee / account holder | $23,610 | $18,088+30.5% | $14,673+60.9% | $11,426+106.6% |