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 5-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 | $69,928 | $69,010+1.3% | $159,960-56.3% | $68,494+2.1% |
| Participation rate | 88.9% | 65.4%+23.5pp | 78.0%+10.9pp | 67.9%+21.0pp |
| Annual return | -13.55% | -9.65%-3.9pp | 408.60%-422.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,484 | $2,213+12.2% | $4,226-41.2% | $2,596-4.3% |
| Participant deferral / active EE | $4,533 | $4,212+7.6% | $6,182-26.7% | $4,027+12.6% |
| Admin fee / account holder | $4,921 | $4,798+2.6% | $8,698-43.4% | $5,403-8.9% |