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 | $66,647 | $57,354+16.2% | $83,848-20.5% | $64,186+3.8% |
| Participation rate | 72.1% | 68.6%+3.5pp | 76.1%-4.0pp | 69.6%+2.6pp |
| Annual return | -4.40% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,961 | $2,545-23.0% | $3,631-46.0% | $2,381-17.6% |
| Participant deferral / active EE | $5,295 | $2,993+76.9% | $4,082+29.7% | $3,470+52.6% |
| Admin fee / account holder | $11,818 | $4,046+192.1% | $5,478+115.7% | $4,888+141.8% |