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 3-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 | $75,903 | $100,754-24.7% | $86,677-12.4% | $134,475-43.6% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -15.85% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,088 | $3,489+45.8% | $2,836+79.4% | $4,740+7.4% |
| Participant deferral / active EE | $3,394 | $5,338-36.4% | $4,656-27.1% | $6,400-47.0% |
| Admin fee / account holder | $3,889 | $10,926-64.4% | $7,493-48.1% | $11,426-66.0% |