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 | $113,887 | $142,344-20.0% | $119,609-4.8% | $134,475-15.3% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -16.22% | -12.44%-3.8pp | -14.97%-1.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,024 | $5,222-61.2% | $4,232-52.2% | $4,740-57.3% |
| Participant deferral / active EE | $7,340 | $6,469+13.5% | $5,602+31.0% | $6,400+14.7% |
| Admin fee / account holder | $830 | $13,584-93.9% | $10,323-92.0% | $11,426-92.7% |