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 | $78,833 | $85,790-8.1% | $67,313+17.1% | $135,375-41.8% |
| Participation rate | 77.3% | 76.5%+0.8pp | 69.1%+8.2pp | 82.6%-5.4pp |
| Annual return | -9.27% | -0.54%-8.7pp | -4.08%-5.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,741 | $3,487+7.3% | $2,566+45.8% | $4,779-21.7% |
| Participant deferral / active EE | $7,385 | $4,651+58.8% | $3,568+107.0% | $5,609+31.7% |
| Admin fee / account holder | $799 | $6,392-87.5% | $4,507-82.3% | $10,827-92.6% |