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 | $55,881 | $93,024-39.9% | $77,024-27.4% | $134,475-58.4% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | -15.71% | 62.60%-78.3pp | 42.32%-58.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,019 | $3,418-11.7% | $2,812+7.4% | $4,740-36.3% |
| Participant deferral / active EE | $8,803 | $5,238+68.1% | $4,426+98.9% | $6,400+37.6% |
| Admin fee / account holder | $2,645 | $6,944-61.9% | $5,425-51.2% | $11,426-76.8% |