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 | $133,213 | $154,117-13.6% | $129,995+2.5% | $139,434-4.5% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 24.74% | 32.48%-7.7pp | -137.18%+161.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $3,009 | $5,289-43.1% | $4,320-30.3% | $4,751-36.7% |
| Participant deferral / active EE | $6,407 | $6,710-4.5% | $5,820+10.1% | $6,710-4.5% |
| Admin fee / account holder | $375 | $14,007-97.3% | $10,614-96.5% | $11,403-96.7% |