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 | $125,066 | $127,386-1.8% | $115,037+8.7% | $125,391-0.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.46% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,309 | $5,166-55.3% | $4,608-49.9% | $4,866-52.5% |
| Participant deferral / active EE | $3,764 | $6,423-41.4% | $6,026-37.5% | $5,352-29.7% |
| Admin fee / account holder | $23,415 | $9,516+146.1% | $8,175+186.4% | $9,540+145.4% |