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 | $65,574 | $93,024-29.5% | $77,024-14.9% | $134,475-51.2% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -16.59% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,368 | $3,418+27.8% | $2,812+55.3% | $4,740-7.8% |
| Participant deferral / active EE | $5,406 | $5,238+3.2% | $4,426+22.1% | $6,400-15.5% |
| Admin fee / account holder | $567 | $6,944-91.8% | $5,425-89.5% | $11,426-95.0% |