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 | $129,276 | $73,867+75.0% | $143,757-10.1% | $68,494+88.7% |
| Participation rate | 75.8% | 66.7%+9.1pp | 80.3%-4.5pp | 67.9%+7.9pp |
| Annual return | -13.85% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,951 | $3,184-38.7% | $4,951-60.6% | $2,596-24.9% |
| Participant deferral / active EE | $8,026 | $3,384+137.1% | $5,637+42.4% | $4,027+99.3% |
| Admin fee / account holder | $1,143 | $5,755-80.1% | $14,673-92.2% | $5,403-78.9% |