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 | $62,826 | $93,024-32.5% | $77,024-18.4% | $134,475-53.3% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -16.32% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,463 | $3,418+1.3% | $2,812+23.2% | $4,740-26.9% |
| Participant deferral / active EE | $7,182 | $5,238+37.1% | $4,426+62.2% | $6,400+12.2% |
| Admin fee / account holder | $5,768 | $6,944-16.9% | $5,425+6.3% | $11,426-49.5% |