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 | $56,021 | $49,177+13.9% | $79,464-29.5% | $64,186-12.7% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -7.36% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,431 | $2,076-31.1% | $2,800-48.9% | $2,381-39.9% |
| Participant deferral / active EE | $2,367 | $2,821-16.1% | $3,704-36.1% | $3,470-31.8% |
| Admin fee / account holder | $5,764 | $3,839+50.1% | $5,113+12.7% | $4,888+17.9% |