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 | $60,698 | $57,354+5.8% | $83,848-27.6% | $64,186-5.4% |
| Participation rate | 95.6% | 68.6%+27.0pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | -4.50% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,680 | $2,545-34.0% | $3,631-53.7% | $2,381-29.4% |
| Participant deferral / active EE | $4,776 | $2,993+59.6% | $4,082+17.0% | $3,470+37.7% |
| Admin fee / account holder | $2,105 | $4,046-48.0% | $5,478-61.6% | $4,888-56.9% |