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 | $82,466 | $77,813+6.0% | $123,544-33.3% | $64,186+28.5% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -5.50% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,010 | $3,014-33.3% | $4,628-56.6% | $2,381-15.6% |
| Participant deferral / active EE | $2,810 | $5,240-46.4% | $6,426-56.3% | $3,470-19.0% |
| Admin fee / account holder | $15,568 | $5,519+182.1% | $9,284+67.7% | $4,888+218.5% |