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 | $134,468 | $167,484-19.7% | $151,611-11.3% | $134,4750% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -18.25% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,004 | $6,829-56.0% | $6,166-51.3% | $4,740-36.6% |
| Participant deferral / active EE | $6,463 | $8,986-28.1% | $8,363-22.7% | $6,400+1.0% |
| Admin fee / account holder | $8,891 | $13,783-35.5% | $11,616-23.5% | $11,426-22.2% |