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 | $38,602 | $127,386-69.7% | $115,037-66.4% | $125,391-69.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $5,369 | $5,166+3.9% | $4,608+16.5% | $4,866+10.3% |
| Participant deferral / active EE | $7,931 | $6,423+23.5% | $6,026+31.6% | $5,352+48.2% |
| Admin fee / account holder | $663 | $9,516-93.0% | $8,175-91.9% | $9,540-93.1% |