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 | $120,555 | $127,386-5.4% | $115,037+4.8% | $125,391-3.9% |
| Participation rate | 87.0% | 84.2%+2.8pp | 81.4%+5.6pp | 83.2%+3.8pp |
| Annual return | -0.29% | 31.28%-31.6pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $7,871 | $5,166+52.4% | $4,608+70.8% | $4,866+61.8% |
| Participant deferral / active EE | $13,565 | $6,423+111.2% | $6,026+125.1% | $5,352+153.5% |
| Admin fee / account holder | $6,376 | $9,516-33.0% | $8,175-22.0% | $9,540-33.2% |