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 9-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 | $68,829 | $64,707+6.4% | $112,228-38.7% | $68,494+0.5% |
| Participation rate | 83.9% | 67.2%+16.7pp | 75.1%+8.8pp | 67.9%+16.0pp |
| Annual return | -9.36% | -11.40%+2.0pp | 27.45%-36.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $7,053 | $2,746+156.8% | $3,635+94.0% | $2,596+171.6% |
| Participant deferral / active EE | $2,015 | $3,565-43.5% | $4,728-57.4% | $4,027-50.0% |
| Admin fee / account holder | $24,301 | $5,232+364.5% | $6,410+279.1% | $5,403+349.8% |