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 | $92,251 | $133,958-31.1% | $112,228-17.8% | $134,475-31.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -18.56% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,091 | $4,038-23.5% | $3,635-15.0% | $4,740-34.8% |
| Participant deferral / active EE | $5,793 | $5,291+9.5% | $4,728+22.5% | $6,400-9.5% |
| Admin fee / account holder | $2,740 | $7,489-63.4% | $6,410-57.3% | $11,426-76.0% |