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 | $140,201 | $82,286+70.4% | $68,791+103.8% | $134,475+4.3% |
| Participation rate | 84.2% | 75.1%+9.1pp | 69.0%+15.2pp | 81.2%+3.0pp |
| Annual return | -16.57% | -2.19%-14.4pp | -6.38%-10.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,106 | $3,301-5.9% | $2,655+17.0% | $4,740-34.5% |
| Participant deferral / active EE | $3,420 | $4,739-27.8% | $3,941-13.2% | $6,400-46.6% |
| Admin fee / account holder | $923 | $6,481-85.8% | $4,932-81.3% | $11,426-91.9% |