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 | $72,345 | $129,942-44.3% | $104,294-30.6% | $134,475-46.2% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -16.06% | 42.03%-58.1pp | 24.61%-40.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,117 | $4,184-73.3% | $3,372-66.9% | $4,740-76.4% |
| Participant deferral / active EE | $2,048 | $5,588-63.3% | $4,625-55.7% | $6,400-68.0% |
| Admin fee / account holder | $12,284 | $9,323+31.8% | $7,339+67.4% | $11,426+7.5% |