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 | $130,491 | $167,484-22.1% | $151,611-13.9% | $134,475-3.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -5.05% | 7.80%-12.8pp | 3.33%-8.4pp | 417.96%-423.0pp |
| Employer contribution / active EE | $6,801 | $6,829-0.4% | $6,166+10.3% | $4,740+43.5% |
| Participant deferral / active EE | $10,504 | $8,986+16.9% | $8,363+25.6% | $6,400+64.1% |
| Admin fee / account holder | $8,221 | $13,783-40.4% | $11,616-29.2% | $11,426-28.0% |