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 | $78,947 | $45,863+72.1% | $77,024+2.5% | $68,494+15.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.42% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,286 | $1,650+38.6% | $2,812-18.7% | $2,596-11.9% |
| Participant deferral / active EE | $5,008 | $2,962+69.1% | $4,426+13.1% | $4,027+24.4% |
| Admin fee / account holder | $1,918 | $3,041-36.9% | $5,425-64.6% | $5,403-64.5% |