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 | $76,675 | $72,404+5.9% | $110,238-30.4% | $64,186+19.5% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | -0.38% | -6.29%+5.9pp | 314.74%-315.1pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,400 | $2,282-38.6% | $3,826-63.4% | $2,381-41.2% |
| Participant deferral / active EE | $2,014 | $3,469-42.0% | $4,672-56.9% | $3,470-42.0% |
| Admin fee / account holder | $1,281 | $5,664-77.4% | $8,547-85.0% | $4,888-73.8% |