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 | $68,490 | $76,000-9.9% | $154,107-55.6% | $64,186+6.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,071 | $3,351+51.4% | $5,298-4.3% | $2,381+113.0% |
| Participant deferral / active EE | $5,526 | $3,175+74.0% | $5,081+8.8% | $3,470+59.3% |
| Admin fee / account holder | $3,981 | $5,596-28.9% | $13,411-70.3% | $4,888-18.6% |