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 | $69,169 | $72,404-4.5% | $110,238-37.3% | $64,186+7.8% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | -2.84% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,215 | $2,282+40.9% | $3,826-16.0% | $2,381+35.1% |
| Participant deferral / active EE | $8,305 | $3,469+139.4% | $4,672+77.8% | $3,470+139.4% |
| Admin fee / account holder | $2,727 | $5,664-51.9% | $8,547-68.1% | $4,888-44.2% |