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 | $68,066 | $77,813-12.5% | $123,544-44.9% | $64,186+6.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.37% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,864 | $3,014-5.0% | $4,628-38.1% | $2,381+20.3% |
| Participant deferral / active EE | $5,494 | $5,240+4.8% | $6,426-14.5% | $3,470+58.3% |
| Admin fee / account holder | $378 | $5,519-93.1% | $9,284-95.9% | $4,888-92.3% |