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 | $65,682 | $92,222-28.8% | $76,768-14.4% | $135,375-51.5% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -1.62% | 5.46%-7.1pp | 2.43%-4.0pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,624 | $3,216-49.5% | $2,485-34.6% | $4,779-66.0% |
| Participant deferral / active EE | $2,232 | $4,509-50.5% | $3,852-42.1% | $5,609-60.2% |
| Admin fee / account holder | $3,036 | $10,748-71.8% | $6,675-54.5% | $10,827-72.0% |