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 | $86,745 | $91,538-5.2% | $129,995-33.3% | $75,163+15.4% |
| Participation rate | 73.0% | 71.4%+1.5pp | 78.5%-5.5pp | 67.2%+5.8pp |
| Annual return | 18.29% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,975 | $2,845-30.6% | $4,320-54.3% | $2,670-26.0% |
| Participant deferral / active EE | $5,691 | $4,341+31.1% | $5,820-2.2% | $4,125+38.0% |
| Admin fee / account holder | $4,193 | $6,790-38.3% | $10,614-60.5% | $5,651-25.8% |