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 | $83,677 | $82,664+1.2% | $125,339-33.2% | $68,494+22.2% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,555 | $3,381-54.0% | $4,814-67.7% | $2,596-40.1% |
| Participant deferral / active EE | $3,509 | $6,110-42.6% | $7,446-52.9% | $4,027-12.9% |
| Admin fee / account holder | $11,109 | $6,275+77.0% | $10,010+11.0% | $5,403+105.6% |