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 | $70,164 | $54,229+29.4% | $70,092+0.1% | $68,494+2.4% |
| Participation rate | 90.6% | 64.5%+26.1pp | 70.5%+20.1pp | 67.9%+22.7pp |
| Annual return | -17.76% | -13.87%-3.9pp | 190.73%-208.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,041 | $2,956+104.4% | $3,849+57.0% | $4,027+50.0% |
| Admin fee / account holder | $23,283 | $4,694+396.0% | $6,267+271.5% | $5,403+330.9% |