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 | $17,526 | $93,024-81.2% | $77,024-77.2% | $134,475-87.0% |
| Participation rate | 95.5% | 74.5%+21.0pp | 67.9%+27.5pp | 81.2%+14.2pp |
| Annual return | -19.44% | 62.60%-82.0pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,542 | $3,418+62.2% | $2,812+97.1% | $4,740+16.9% |
| Participant deferral / active EE | $1,727 | $5,238-67.0% | $4,426-61.0% | $6,400-73.0% |
| Admin fee / account holder | $1,445 | $6,944-79.2% | $5,425-73.4% | $11,426-87.4% |