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 | $32,996 | $69,518-52.5% | $59,878-44.9% | $135,375-75.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -7.77% | 7.94%-15.7pp | 3.46%-11.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $753 | $3,235-76.7% | $2,722-72.3% | $4,779-84.2% |
| Participant deferral / active EE | $4,698 | $4,206+11.7% | $3,402+38.1% | $5,609-16.2% |
| Admin fee / account holder | $469 | $5,734-91.8% | $3,590-86.9% | $10,827-95.7% |