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 | $61,199 | $72,404-15.5% | $110,238-44.5% | $64,186-4.7% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | -2.58% | -6.29%+3.7pp | 314.74%-317.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $709 | $2,282-68.9% | $3,826-81.5% | $2,381-70.2% |
| Participant deferral / active EE | $2,530 | $3,469-27.1% | $4,672-45.9% | $3,470-27.1% |
| Admin fee / account holder | $2,443 | $5,664-56.9% | $8,547-71.4% | $4,888-50.0% |