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 | $86,253 | $97,044-11.1% | $83,333+3.5% | $135,375-36.3% |
| Participation rate | 88.2% | 80.4%+7.8pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -9.22% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,188 | $4,143-47.2% | $3,379-35.3% | $4,779-54.2% |
| Participant deferral / active EE | $3,993 | $5,964-33.1% | $5,565-28.3% | $5,609-28.8% |
| Admin fee / account holder | $2,742 | $8,380-67.3% | $7,510-63.5% | $10,827-74.7% |