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 | $102,628 | $113,935-9.9% | $94,224+8.9% | $125,391-18.2% |
| Participation rate | 93.3% | 82.9%+10.4pp | 78.8%+14.6pp | 83.2%+10.1pp |
| Annual return | -0.40% | 5.29%-5.7pp | 10.68%-11.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,687 | $4,727-22.0% | $3,587+2.8% | $4,866-24.2% |
| Participant deferral / active EE | $8,269 | $5,179+59.7% | $4,320+91.4% | $5,352+54.5% |
| Admin fee / account holder | $14,750 | $8,391+75.8% | $6,269+135.3% | $9,540+54.6% |