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 | $70,924 | $167,307-57.6% | $143,757-50.7% | $134,475-47.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -2.55% | 0.46%-3.0pp | -0.04%-2.5pp | 417.96%-420.5pp |
| Employer contribution / active EE | $4,047 | $5,619-28.0% | $4,951-18.3% | $4,740-14.6% |
| Participant deferral / active EE | $8,025 | $6,446+24.5% | $5,637+42.4% | $6,400+25.4% |
| Admin fee / account holder | $779 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |