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 | $74,184 | $81,840-9.4% | $63,412+17.0% | $125,391-40.8% |
| Participation rate | 94.1% | 73.0%+21.1pp | 67.1%+27.0pp | 83.2%+10.9pp |
| Annual return | -3.65% | -0.10%-3.6pp | 4.04%-7.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,632 | $2,377+10.7% | $1,814+45.1% | $4,866-45.9% |
| Participant deferral / active EE | $3,049 | $3,064-0.5% | $2,496+22.2% | $5,352-43.0% |
| Admin fee / account holder | $1,195 | $4,951-75.9% | $3,753-68.2% | $9,540-87.5% |