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 9-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 | $89,142 | $82,286+8.3% | $68,791+29.6% | $134,475-33.7% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -2.32% | -2.19%-0.1pp | -6.38%+4.1pp | 417.96%-420.3pp |
| Employer contribution / active EE | $4,105 | $3,301+24.4% | $2,655+54.6% | $4,740-13.4% |
| Participant deferral / active EE | $6,592 | $4,739+39.1% | $3,941+67.3% | $6,400+3.0% |
| Admin fee / account holder | $707 | $6,481-89.1% | $4,932-85.7% | $11,426-93.8% |