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 | $121,474 | $127,386-4.6% | $115,037+5.6% | $125,391-3.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -2.16% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,758 | $5,166-46.6% | $4,608-40.1% | $4,866-43.3% |
| Participant deferral / active EE | $8,285 | $6,423+29.0% | $6,026+37.5% | $5,352+54.8% |
| Admin fee / account holder | $6,507 | $9,516-31.6% | $8,175-20.4% | $9,540-31.8% |