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 | $59,935 | $77,813-23.0% | $123,544-51.5% | $64,186-6.6% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | -1.31% | 12.48%-13.8pp | 119.20%-120.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $2,759 | $3,014-8.4% | $4,628-40.4% | $2,381+15.9% |
| Participant deferral / active EE | $2,954 | $5,240-43.6% | $6,426-54.0% | $3,470-14.9% |
| Admin fee / account holder | $3,316 | $5,519-39.9% | $9,284-64.3% | $4,888-32.2% |