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 | $92,571 | $107,791-14.1% | $90,645+2.1% | $135,375-31.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -5.54% | -0.90%-4.6pp | 1.88%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $951 | $3,018-68.5% | $2,532-62.4% | $4,779-80.1% |
| Participant deferral / active EE | $7,244 | $3,872+87.1% | $3,425+111.5% | $5,609+29.2% |
| Admin fee / account holder | $9,531 | $5,930+60.7% | $4,994+90.9% | $10,827-12.0% |