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 | $111,632 | $127,386-12.4% | $115,037-3.0% | $125,391-11.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.11% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,521 | $5,166-51.2% | $4,608-45.3% | $4,866-48.2% |
| Participant deferral / active EE | $6,081 | $6,423-5.3% | $6,026+0.9% | $5,352+13.6% |
| Admin fee / account holder | $1,384 | $9,516-85.5% | $8,175-83.1% | $9,540-85.5% |