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 | $73,894 | $92,222-19.9% | $76,768-3.7% | $135,375-45.4% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -7.88% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $640 | $3,216-80.1% | $2,485-74.2% | $4,779-86.6% |
| Participant deferral / active EE | $1,553 | $4,509-65.5% | $3,852-59.7% | $5,609-72.3% |
| Admin fee / account holder | $1,644 | $10,748-84.7% | $6,675-75.4% | $10,827-84.8% |