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 | $131,300 | $133,958-2.0% | $112,228+17.0% | $134,475-2.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.62% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,059 | $4,038-24.2% | $3,635-15.8% | $4,740-35.5% |
| Participant deferral / active EE | $6,553 | $5,291+23.9% | $4,728+38.6% | $6,400+2.4% |
| Admin fee / account holder | $1,612 | $7,489-78.5% | $6,410-74.8% | $11,426-85.9% |