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 | $94,235 | $59,805+57.6% | $79,550+18.5% | $68,494+37.6% |
| Participation rate | 80.3% | 61.1%+19.3pp | 69.5%+10.8pp | 67.9%+12.4pp |
| Annual return | -15.86% | -12.30%-3.6pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,190 | $1,505+244.9% | $2,413+115.1% | $2,596+99.9% |
| Participant deferral / active EE | $4,443 | $3,024+46.9% | $3,985+11.5% | $4,027+10.3% |
| Admin fee / account holder | $334 | $4,835-93.1% | $6,832-95.1% | $5,403-93.8% |