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 | $58,548 | $99,032-40.9% | $80,019-26.8% | $135,375-56.8% |
| Participation rate | 88.2% | 78.4%+9.9pp | 75.8%+12.4pp | 82.6%+5.6pp |
| Annual return | -8.64% | 15.39%-24.0pp | 11.22%-19.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,758 | $3,043-9.4% | $2,468+11.8% | $4,779-42.3% |
| Participant deferral / active EE | $6,111 | $4,282+42.7% | $3,686+65.8% | $5,609+9.0% |
| Admin fee / account holder | $1,027 | $10,436-90.2% | $6,521-84.2% | $10,827-90.5% |