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 | $96,350 | $100,754-4.4% | $86,677+11.2% | $134,475-28.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -10.73% | 29.04%-39.8pp | 35.91%-46.6pp | 417.96%-428.7pp |
| Employer contribution / active EE | $3,455 | $3,489-1.0% | $2,836+21.8% | $4,740-27.1% |
| Participant deferral / active EE | $8,608 | $5,338+61.3% | $4,656+84.9% | $6,400+34.5% |
| Admin fee / account holder | $972 | $10,926-91.1% | $7,493-87.0% | $11,426-91.5% |