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 | $38,335 | $69,518-44.9% | $59,878-36.0% | $135,375-71.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.7%+19.4pp | 82.6%+11.5pp |
| Annual return | -4.77% | 7.94%-12.7pp | 3.46%-8.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,979 | $3,235+23.0% | $2,722+46.2% | $4,779-16.7% |
| Participant deferral / active EE | $6,326 | $4,206+50.4% | $3,402+86.0% | $5,609+12.8% |
| Admin fee / account holder | $18,519 | $5,734+223.0% | $3,590+415.8% | $10,827+71.0% |