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 | $69,297 | $81,900-15.4% | $119,609-42.1% | $68,494+1.2% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -12.02% | -23.82%+11.8pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $9,691 | $2,693+259.8% | $4,232+129.0% | $2,596+273.3% |
| Participant deferral / active EE | $4,221 | $4,148+1.8% | $5,602-24.7% | $4,027+4.8% |
| Admin fee / account holder | $2,558 | $6,582-61.1% | $10,323-75.2% | $5,403-52.7% |