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 | $81,762 | $167,484-51.2% | $151,611-46.1% | $134,475-39.2% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -10.00% | 7.80%-17.8pp | 3.33%-13.3pp | 417.96%-428.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,793 | $8,986+75.8% | $8,363+88.8% | $6,400+146.8% |
| Admin fee / account holder | $10,408 | $13,783-24.5% | $11,616-10.4% | $11,426-8.9% |