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 | $151,870 | $167,484-9.3% | $151,611+0.2% | $134,475+12.9% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.3pp |
| Annual return | -16.42% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,767 | $6,829-74.1% | $6,166-71.3% | $4,740-62.7% |
| Participant deferral / active EE | $9,056 | $8,986+0.8% | $8,363+8.3% | $6,400+41.5% |
| Admin fee / account holder | $1,244 | $13,783-91.0% | $11,616-89.3% | $11,426-89.1% |