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 | $75,332 | $77,813-3.2% | $123,544-39.0% | $64,186+17.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.95% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,192 | $3,014-27.3% | $4,628-52.6% | $2,381-7.9% |
| Participant deferral / active EE | $6,558 | $5,240+25.2% | $6,426+2.1% | $3,470+89.0% |
| Admin fee / account holder | $3,449 | $5,519-37.5% | $9,284-62.8% | $4,888-29.4% |