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 | $148,985 | $131,829+13.0% | $108,579+37.2% | $273,961-45.6% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 8.84% | -91.57%+100.4pp | -51.70%+60.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,780 | $4,912-63.8% | $3,758-52.6% | $4,869-63.4% |
| Participant deferral / active EE | $2,254 | $5,127-56.0% | $4,311-47.7% | $5,287-57.4% |
| Admin fee / account holder | $1,269 | $10,252-87.6% | $7,645-83.4% | $10,132-87.5% |