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 | $72,457 | $85,790-15.5% | $67,313+7.6% | $135,375-46.5% |
| Participation rate | 78.9% | 76.5%+2.5pp | 69.1%+9.9pp | 82.6%-3.7pp |
| Annual return | -6.05% | -0.54%-5.5pp | -4.08%-2.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,624 | $3,487-53.4% | $2,566-36.7% | $4,779-66.0% |
| Participant deferral / active EE | $5,028 | $4,651+8.1% | $3,568+40.9% | $5,609-10.4% |
| Admin fee / account holder | $993 | $6,392-84.5% | $4,507-78.0% | $10,827-90.8% |