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 | $120,254 | $131,829-8.8% | $108,579+10.8% | $273,961-56.1% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 5.88% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,092 | $4,912-57.4% | $3,758-44.3% | $4,869-57.0% |
| Participant deferral / active EE | $5,226 | $5,127+1.9% | $4,311+21.2% | $5,287-1.1% |
| Admin fee / account holder | $611 | $10,252-94.0% | $7,645-92.0% | $10,132-94.0% |