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 | $128,740 | $133,958-3.9% | $112,228+14.7% | $134,475-4.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -17.90% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,175 | $4,038-21.4% | $3,635-12.7% | $4,740-33.0% |
| Participant deferral / active EE | $5,855 | $5,291+10.7% | $4,728+23.8% | $6,400-8.5% |
| Admin fee / account holder | $578 | $7,489-92.3% | $6,410-91.0% | $11,426-94.9% |