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 | $77,005 | $85,790-10.2% | $67,313+14.4% | $135,375-43.1% |
| Participation rate | 95.5% | 76.5%+19.0pp | 69.1%+26.4pp | 82.6%+12.8pp |
| Annual return | -6.84% | -0.54%-6.3pp | -4.08%-2.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,971 | $3,487-14.8% | $2,566+15.8% | $4,779-37.8% |
| Participant deferral / active EE | $5,484 | $4,651+17.9% | $3,568+53.7% | $5,609-2.2% |
| Admin fee / account holder | $4,989 | $6,392-21.9% | $4,507+10.7% | $10,827-53.9% |