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 7-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 | $87,471 | $95,193-8.1% | $76,523+14.3% | $135,375-35.4% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.0%+26.1pp | 82.6%+11.5pp |
| Annual return | -6.76% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,652 | $3,302-50.0% | $2,647-37.6% | $4,779-65.4% |
| Participant deferral / active EE | $1,474 | $4,639-68.2% | $3,835-61.6% | $5,609-73.7% |
| Admin fee / account holder | $6,485 | $6,249+3.8% | $4,848+33.8% | $10,827-40.1% |