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 | $61,005 | $133,958-54.5% | $112,228-45.6% | $134,475-54.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -10.06% | 47.11%-57.2pp | 27.45%-37.5pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,222 | $4,038-45.0% | $3,635-38.9% | $4,740-53.1% |
| Participant deferral / active EE | $5,042 | $5,291-4.7% | $4,728+6.6% | $6,400-21.2% |
| Admin fee / account holder | $42,633 | $7,489+469.3% | $6,410+565.1% | $11,426+273.1% |