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 | $66,653 | $82,664-19.4% | $125,339-46.8% | $68,494-2.7% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -10.67% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $3,355 | $3,381-0.8% | $4,814-30.3% | $2,596+29.2% |
| Participant deferral / active EE | $7,354 | $6,110+20.3% | $7,446-1.2% | $4,027+82.6% |
| Admin fee / account holder | $4,439 | $6,275-29.3% | $10,010-55.7% | $5,403-17.8% |