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 | $72,749 | $73,867-1.5% | $143,757-49.4% | $68,494+6.2% |
| Participation rate | 74.1% | 66.7%+7.5pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,139 | $3,184-64.2% | $4,951-77.0% | $2,596-56.1% |
| Participant deferral / active EE | $4,555 | $3,384+34.6% | $5,637-19.2% | $4,027+13.1% |
| Admin fee / account holder | $2,818 | $5,755-51.0% | $14,673-80.8% | $5,403-47.8% |