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 | $60,553 | $76,000-20.3% | $154,107-60.7% | $64,186-5.7% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.5pp | 69.6%+21.0pp |
| Annual return | -6.49% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,199 | $3,351-34.4% | $5,298-58.5% | $2,381-7.6% |
| Participant deferral / active EE | $4,602 | $3,175+44.9% | $5,081-9.4% | $3,470+32.6% |
| Admin fee / account holder | $1,681 | $5,596-70.0% | $13,411-87.5% | $4,888-65.6% |