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 | $92,226 | $73,867+24.9% | $143,757-35.8% | $68,494+34.6% |
| Participation rate | 90.8% | 66.7%+24.1pp | 80.3%+10.5pp | 67.9%+22.9pp |
| Annual return | -15.75% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $6,805 | $3,184+113.7% | $4,951+37.4% | $2,596+162.1% |
| Participant deferral / active EE | $4,377 | $3,384+29.3% | $5,637-22.4% | $4,027+8.7% |
| Admin fee / account holder | $1,590 | $5,755-72.4% | $14,673-89.2% | $5,403-70.6% |