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 | $74,873 | $82,664-9.4% | $125,339-40.3% | $68,494+9.3% |
| Participation rate | 81.0% | 75.0%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,926 | $3,381-43.0% | $4,814-60.0% | $2,596-25.8% |
| Participant deferral / active EE | $12,594 | $6,110+106.1% | $7,446+69.1% | $4,027+212.7% |
| Admin fee / account holder | $9,385 | $6,275+49.6% | $10,010-6.2% | $5,403+73.7% |