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 | $81,651 | $167,307-51.2% | $143,757-43.2% | $134,475-39.3% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -16.08% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,762 | $5,619-33.0% | $4,951-24.0% | $4,740-20.6% |
| Participant deferral / active EE | $6,639 | $6,446+3.0% | $5,637+17.8% | $6,400+3.7% |
| Admin fee / account holder | $5,514 | $18,088-69.5% | $14,673-62.4% | $11,426-51.7% |