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 | $141,941 | $167,307-15.2% | $143,757-1.3% | $134,475+5.6% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -14.11% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,159 | $5,619-43.8% | $4,951-36.2% | $4,740-33.3% |
| Participant deferral / active EE | $4,940 | $6,446-23.4% | $5,637-12.4% | $6,400-22.8% |
| Admin fee / account holder | $8,783 | $18,088-51.4% | $14,673-40.1% | $11,426-23.1% |