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 | $93,149 | $142,344-34.6% | $119,609-22.1% | $134,475-30.7% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.3%+16.2pp | 81.2%+14.2pp |
| Annual return | -11.63% | -12.44%+0.8pp | -14.97%+3.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,540 | $5,222-51.4% | $4,232-40.0% | $4,740-46.4% |
| Participant deferral / active EE | $5,474 | $6,469-15.4% | $5,602-2.3% | $6,400-14.5% |
| Admin fee / account holder | $2,067 | $13,584-84.8% | $10,323-80.0% | $11,426-81.9% |