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 | $89,178 | $72,404+23.2% | $110,238-19.1% | $64,186+38.9% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | -2.63% | -6.29%+3.7pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,214 | $2,282+128.5% | $3,826+36.3% | $2,381+119.0% |
| Participant deferral / active EE | $4,256 | $3,469+22.7% | $4,672-8.9% | $3,470+22.7% |
| Admin fee / account holder | $3,212 | $5,664-43.3% | $8,547-62.4% | $4,888-34.3% |