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 | $75,486 | $110,094-31.4% | $151,611-50.2% | $68,494+10.2% |
| Participation rate | 76.3% | 84.0%-7.6pp | 87.5%-11.2pp | 67.9%+8.4pp |
| Annual return | -17.99% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,353 | $4,471-2.6% | $6,166-29.4% | $2,596+67.7% |
| Participant deferral / active EE | $11,588 | $6,527+77.5% | $8,363+38.6% | $4,027+187.7% |
| Admin fee / account holder | $3,384 | $7,719-56.2% | $11,616-70.9% | $5,403-37.4% |