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 | $93,476 | $127,386-26.6% | $115,037-18.7% | $125,391-25.5% |
| Participation rate | 77.3% | 84.2%-6.9pp | 81.4%-4.1pp | 83.2%-5.9pp |
| Annual return | -3.01% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,173 | $5,166-57.9% | $4,608-52.9% | $4,866-55.4% |
| Participant deferral / active EE | $4,441 | $6,423-30.9% | $6,026-26.3% | $5,352-17.0% |
| Admin fee / account holder | $2,123 | $9,516-77.7% | $8,175-74.0% | $9,540-77.7% |