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 | $158,305 | $167,307-5.4% | $143,757+10.1% | $134,475+17.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -13.09% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,954 | $5,619-11.8% | $4,951+0.1% | $4,740+4.5% |
| Participant deferral / active EE | $4,188 | $6,446-35.0% | $5,637-25.7% | $6,400-34.6% |
| Admin fee / account holder | $3,797 | $18,088-79.0% | $14,673-74.1% | $11,426-66.8% |