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 | $19,110 | $76,000-74.9% | $154,107-87.6% | $64,186-70.2% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+3.0pp |
| Annual return | -5.93% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $880 | $3,351-73.7% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $1,455 | $3,175-54.2% | $5,081-71.4% | $3,470-58.1% |
| Admin fee / account holder | $5,540 | $5,596-1.0% | $13,411-58.7% | $4,888+13.3% |