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 | $98,682 | $82,664+19.4% | $125,339-21.3% | $68,494+44.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -17.45% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,025 | $3,381-69.7% | $4,814-78.7% | $2,596-60.5% |
| Participant deferral / active EE | $3,866 | $6,110-36.7% | $7,446-48.1% | $4,027-4.0% |
| Admin fee / account holder | $1,699 | $6,275-72.9% | $10,010-83.0% | $5,403-68.6% |