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 | $63,416 | $82,664-23.3% | $125,339-49.4% | $68,494-7.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,801 | $3,381+12.4% | $4,814-21.0% | $2,596+46.4% |
| Participant deferral / active EE | $7,566 | $6,110+23.8% | $7,446+1.6% | $4,027+87.9% |
| Admin fee / account holder | $4,615 | $6,275-26.5% | $10,010-53.9% | $5,403-14.6% |