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 | $74,624 | $77,813-4.1% | $123,544-39.6% | $64,186+16.3% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.9pp |
| Annual return | -1.98% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,372 | $3,014-54.5% | $4,628-70.3% | $2,381-42.4% |
| Participant deferral / active EE | $9,145 | $5,240+74.5% | $6,426+42.3% | $3,470+163.6% |
| Admin fee / account holder | $1,889 | $5,519-65.8% | $9,284-79.7% | $4,888-61.4% |