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 | $129,428 | $167,307-22.6% | $143,757-10.0% | $134,475-3.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -6.49% | 0.46%-7.0pp | -0.04%-6.5pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,640 | $5,619-70.8% | $4,951-66.9% | $4,740-65.4% |
| Participant deferral / active EE | $4,256 | $6,446-34.0% | $5,637-24.5% | $6,400-33.5% |
| Admin fee / account holder | $56,773 | $18,088+213.9% | $14,673+286.9% | $11,426+396.9% |