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 | $62,213 | $82,664-24.7% | $125,339-50.4% | $68,494-9.2% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,422 | $3,381+1.2% | $4,814-28.9% | $2,596+31.8% |
| Participant deferral / active EE | $7,468 | $6,110+22.2% | $7,446+0.3% | $4,027+85.4% |
| Admin fee / account holder | $1,186 | $6,275-81.1% | $10,010-88.1% | $5,403-78.0% |