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 | $136,781 | $142,344-3.9% | $119,609+14.4% | $134,475+1.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.81% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,320 | $5,222+21.0% | $4,232+49.3% | $4,740+33.3% |
| Participant deferral / active EE | $5,221 | $6,469-19.3% | $5,602-6.8% | $6,400-18.4% |
| Admin fee / account holder | $1,041 | $13,584-92.3% | $10,323-89.9% | $11,426-90.9% |