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 | $129,558 | $73,867+75.4% | $143,757-9.9% | $68,494+89.2% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -15.59% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,866 | $3,184+52.8% | $4,951-1.7% | $2,596+87.4% |
| Participant deferral / active EE | $7,792 | $3,384+130.2% | $5,637+38.2% | $4,027+93.5% |
| Admin fee / account holder | $1,921 | $5,755-66.6% | $14,673-86.9% | $5,403-64.4% |