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 | $68,246 | $175,600-61.1% | $129,110-47.1% | $134,475-49.2% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.3%+16.9pp | 81.2%+12.9pp |
| Annual return | -14.32% | -11.39%-2.9pp | -10.94%-3.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,991 | $6,355-68.7% | $5,052-60.6% | $4,740-58.0% |
| Participant deferral / active EE | $2,474 | $7,975-69.0% | $6,542-62.2% | $6,400-61.3% |
| Admin fee / account holder | $11,802 | $23,567-49.9% | $14,302-17.5% | $11,426+3.3% |