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 | $72,508 | $77,813-6.8% | $123,544-41.3% | $64,186+13.0% |
| Participation rate | 75.6% | 74.7%+0.8pp | 82.3%-6.7pp | 69.6%+6.0pp |
| Annual return | -3.81% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,613 | $3,014-13.3% | $4,628-43.5% | $2,381+9.8% |
| Participant deferral / active EE | $5,732 | $5,240+9.4% | $6,426-10.8% | $3,470+65.2% |
| Admin fee / account holder | $3,231 | $5,519-41.5% | $9,284-65.2% | $4,888-33.9% |