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 | $61,380 | $57,354+7.0% | $83,848-26.8% | $64,186-4.4% |
| Participation rate | 96.8% | 68.6%+28.2pp | 76.1%+20.6pp | 69.6%+27.2pp |
| Annual return | -6.09% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,327 | $2,545-47.9% | $3,631-63.4% | $2,381-44.3% |
| Participant deferral / active EE | $3,282 | $2,993+9.6% | $4,082-19.6% | $3,470-5.4% |
| Admin fee / account holder | $1,760 | $4,046-56.5% | $5,478-67.9% | $4,888-64.0% |