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 | $87,867 | $110,094-20.2% | $151,611-42.0% | $68,494+28.3% |
| Participation rate | 79.3% | 84.0%-4.7pp | 87.5%-8.2pp | 67.9%+11.4pp |
| Annual return | -16.22% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,768 | $4,471-38.1% | $6,166-55.1% | $2,596+6.6% |
| Participant deferral / active EE | $10,513 | $6,527+61.1% | $8,363+25.7% | $4,027+161.0% |
| Admin fee / account holder | $10,043 | $7,719+30.1% | $11,616-13.5% | $5,403+85.9% |