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 | $69,839 | $127,100-45.1% | $105,738-34.0% | $135,375-48.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 76.3%+14.6pp | 82.6%+8.3pp |
| Annual return | -7.22% | 4.49%-11.7pp | 6.27%-13.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,292 | $4,107+4.5% | $3,268+31.3% | $4,779-10.2% |
| Participant deferral / active EE | $1,809 | $5,064-64.3% | $4,080-55.7% | $5,609-67.7% |
| Admin fee / account holder | $2,908 | $9,087-68.0% | $6,913-57.9% | $10,827-73.1% |