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 | $58,941 | $78,694-25.1% | $67,652-12.9% | $125,391-53.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -2.53% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,924 | $3,044-3.9% | $2,266+29.1% | $4,866-39.9% |
| Participant deferral / active EE | $3,719 | $4,292-13.4% | $3,560+4.5% | $5,352-30.5% |
| Admin fee / account holder | $584 | $7,403-92.1% | $4,821-87.9% | $9,540-93.9% |