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 | $130,862 | $133,958-2.3% | $112,228+16.6% | $134,475-2.7% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -16.51% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,316 | $4,038-67.4% | $3,635-63.8% | $4,740-72.2% |
| Participant deferral / active EE | $8,312 | $5,291+57.1% | $4,728+75.8% | $6,400+29.9% |
| Admin fee / account holder | $3,556 | $7,489-52.5% | $6,410-44.5% | $11,426-68.9% |