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 9-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 | $57,239 | $46,674+22.6% | $117,472-51.3% | $68,494-16.4% |
| Participation rate | 87.0% | 56.8%+30.2pp | 70.6%+16.4pp | 67.9%+19.1pp |
| Annual return | -17.84% | -14.52%-3.3pp | 29.74%-47.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,517 | $1,505+133.7% | $4,176-15.8% | $2,596+35.4% |
| Participant deferral / active EE | $2,957 | $2,636+12.2% | $4,070-27.3% | $4,027-26.6% |
| Admin fee / account holder | $16,506 | $4,020+310.6% | $5,645+192.4% | $5,403+205.5% |