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 | $78,486 | $105,860-25.9% | $90,749-13.5% | $134,475-41.6% |
| Participation rate | 73.9% | 78.2%-4.3pp | 75.7%-1.8pp | 81.2%-7.3pp |
| Annual return | -6.31% | -11.01%+4.7pp | -12.16%+5.9pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,480 | $3,462-57.2% | $2,921-49.3% | $4,740-68.8% |
| Participant deferral / active EE | $2,453 | $5,216-53.0% | $4,564-46.3% | $6,400-61.7% |
| Admin fee / account holder | $6,154 | $13,938-55.8% | $8,445-27.1% | $11,426-46.1% |