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 | $134,144 | $105,860+26.7% | $90,749+47.8% | $134,475-0.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -17.74% | -11.01%-6.7pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,026 | $3,462-70.4% | $2,921-64.9% | $4,740-78.4% |
| Participant deferral / active EE | $2,238 | $5,216-57.1% | $4,564-51.0% | $6,400-65.0% |
| Admin fee / account holder | $2,589 | $13,938-81.4% | $8,445-69.3% | $11,426-77.3% |