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 | $147,893 | $105,860+39.7% | $90,749+63.0% | $134,475+10.0% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -16.47% | -11.01%-5.5pp | -12.16%-4.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,964 | $3,462-14.4% | $2,921+1.5% | $4,740-37.5% |
| Participant deferral / active EE | $7,778 | $5,216+49.1% | $4,564+70.4% | $6,400+21.5% |
| Admin fee / account holder | $1,743 | $13,938-87.5% | $8,445-79.4% | $11,426-84.7% |