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 | $167,945 | $142,344+18.0% | $119,609+40.4% | $134,475+24.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -9.97% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $4,247 | $5,222-18.7% | $4,232+0.4% | $4,740-10.4% |
| Participant deferral / active EE | $9,001 | $6,469+39.1% | $5,602+60.7% | $6,400+40.6% |
| Admin fee / account holder | $1,720 | $13,584-87.3% | $10,323-83.3% | $11,426-84.9% |