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 | $85,249 | $57,354+48.6% | $83,848+1.7% | $64,186+32.8% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -7.14% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,307 | $2,545-9.4% | $3,631-36.5% | $2,381-3.1% |
| Participant deferral / active EE | $5,833 | $2,993+94.9% | $4,082+42.9% | $3,470+68.1% |
| Admin fee / account holder | $1,156 | $4,046-71.4% | $5,478-78.9% | $4,888-76.3% |