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 | $37,517 | $57,354-34.6% | $83,848-55.3% | $64,186-41.5% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.8pp | 69.6%+14.4pp |
| Annual return | -5.28% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,979 | $2,545+56.3% | $3,631+9.6% | $2,381+67.1% |
| Participant deferral / active EE | $3,100 | $2,993+3.6% | $4,082-24.1% | $3,470-10.7% |
| Admin fee / account holder | $3,554 | $4,046-12.2% | $5,478-35.1% | $4,888-27.3% |