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 | $84,764 | $77,813+8.9% | $123,544-31.4% | $64,186+32.1% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -5.28% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,200 | $3,014+39.4% | $4,628-9.2% | $2,381+76.4% |
| Participant deferral / active EE | $7,418 | $5,240+41.6% | $6,426+15.5% | $3,470+113.8% |
| Admin fee / account holder | $658 | $5,519-88.1% | $9,284-92.9% | $4,888-86.5% |