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 | $67,858 | $129,942-47.8% | $104,294-34.9% | $134,475-49.5% |
| Participation rate | 85.0% | 79.5%+5.5pp | 73.3%+11.7pp | 81.2%+3.8pp |
| Annual return | -11.00% | 42.03%-53.0pp | 24.61%-35.6pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,954 | $4,184-29.4% | $3,372-12.4% | $4,740-37.7% |
| Participant deferral / active EE | $4,966 | $5,588-11.1% | $4,625+7.4% | $6,400-22.4% |
| Admin fee / account holder | $10,581 | $9,323+13.5% | $7,339+44.2% | $11,426-7.4% |