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 8-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 | $48,899 | $167,307-70.8% | $143,757-66.0% | $134,475-63.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.29% | 0.46%-14.8pp | -0.04%-14.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,721 | $5,619+37.4% | $4,951+55.9% | $4,740+62.9% |
| Participant deferral / active EE | $7,244 | $6,446+12.4% | $5,637+28.5% | $6,400+13.2% |
| Admin fee / account holder | $693 | $18,088-96.2% | $14,673-95.3% | $11,426-93.9% |