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 | $37,518 | $100,754-62.8% | $86,677-56.7% | $134,475-72.1% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -19.86% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,903 | $3,489-45.5% | $2,836-32.9% | $4,740-59.8% |
| Participant deferral / active EE | $9,064 | $5,338+69.8% | $4,656+94.7% | $6,400+41.6% |
| Admin fee / account holder | $2,690 | $10,926-75.4% | $7,493-64.1% | $11,426-76.5% |