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 | $49,597 | $82,664-40.0% | $125,339-60.4% | $68,494-27.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,431 | $3,381-28.1% | $4,814-49.5% | $2,596-6.4% |
| Participant deferral / active EE | $9,445 | $6,110+54.6% | $7,446+26.8% | $4,027+134.5% |
| Admin fee / account holder | $3,415 | $6,275-45.6% | $10,010-65.9% | $5,403-36.8% |