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 | $135,889 | $100,754+34.9% | $86,677+56.8% | $134,475+1.1% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -16.74% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,091 | $3,489-68.7% | $2,836-61.5% | $4,740-77.0% |
| Participant deferral / active EE | $3,764 | $5,338-29.5% | $4,656-19.1% | $6,400-41.2% |
| Admin fee / account holder | $1,069 | $10,926-90.2% | $7,493-85.7% | $11,426-90.6% |