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 | $39,783 | $92,222-56.9% | $76,768-48.2% | $135,375-70.6% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -4.74% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,024 | $3,216-37.1% | $2,485-18.6% | $4,779-57.7% |
| Participant deferral / active EE | $4,048 | $4,509-10.2% | $3,852+5.1% | $5,609-27.8% |
| Admin fee / account holder | $893 | $10,748-91.7% | $6,675-86.6% | $10,827-91.7% |