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 8-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 | $69,193 | $133,958-48.3% | $112,228-38.3% | $134,475-48.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -11.44% | 47.11%-58.5pp | 27.45%-38.9pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,887 | $4,038-53.3% | $3,635-48.1% | $4,740-60.2% |
| Participant deferral / active EE | $8,539 | $5,291+61.4% | $4,728+80.6% | $6,400+33.4% |
| Admin fee / account holder | $489 | $7,489-93.5% | $6,410-92.4% | $11,426-95.7% |