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 | $60,841 | $76,000-19.9% | $154,107-60.5% | $64,186-5.2% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -6.20% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,199 | $3,351-34.4% | $5,298-58.5% | $2,381-7.6% |
| Participant deferral / active EE | $4,666 | $3,175+47.0% | $5,081-8.2% | $3,470+34.5% |
| Admin fee / account holder | $1,167 | $5,596-79.2% | $13,411-91.3% | $4,888-76.1% |