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 | $64,606 | $95,193-32.1% | $76,523-15.6% | $135,375-52.3% |
| Participation rate | 78.9% | 74.4%+4.6pp | 68.0%+10.9pp | 82.6%-3.7pp |
| Annual return | -7.62% | 4.85%-12.5pp | -0.27%-7.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,736 | $3,302+43.4% | $2,647+78.9% | $4,779-0.9% |
| Participant deferral / active EE | $2,163 | $4,639-53.4% | $3,835-43.6% | $5,609-61.4% |
| Admin fee / account holder | $900 | $6,249-85.6% | $4,848-81.4% | $10,827-91.7% |