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 | $66,269 | $127,386-48.0% | $115,037-42.4% | $125,391-47.1% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -1.11% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,426 | $5,166-53.0% | $4,608-47.3% | $4,866-50.1% |
| Participant deferral / active EE | $7,582 | $6,423+18.0% | $6,026+25.8% | $5,352+41.7% |
| Admin fee / account holder | $7,246 | $9,516-23.9% | $8,175-11.4% | $9,540-24.0% |