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 | $78,725 | $92,222-14.6% | $76,768+2.5% | $135,375-41.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.50% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $8,504 | $3,216+164.4% | $2,485+242.2% | $4,779+78.0% |
| Participant deferral / active EE | $4,607 | $4,509+2.2% | $3,852+19.6% | $5,609-17.9% |
| Admin fee / account holder | $3,920 | $10,748-63.5% | $6,675-41.3% | $10,827-63.8% |