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 | $63,684 | $77,813-18.2% | $123,544-48.5% | $64,186-0.8% |
| Participation rate | 82.8% | 74.7%+8.1pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -4.14% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,077 | $3,014+68.4% | $4,628+9.7% | $2,381+113.2% |
| Participant deferral / active EE | $10,297 | $5,240+96.5% | $6,426+60.3% | $3,470+196.8% |
| Admin fee / account holder | $580 | $5,519-89.5% | $9,284-93.8% | $4,888-88.1% |