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 | $94,025 | $142,344-33.9% | $119,609-21.4% | $134,475-30.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -12.87% | -12.44%-0.4pp | -14.97%+2.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $14,371 | $5,222+175.2% | $4,232+239.6% | $4,740+203.2% |
| Participant deferral / active EE | $9,092 | $6,469+40.5% | $5,602+62.3% | $6,400+42.1% |
| Admin fee / account holder | $10,347 | $13,584-23.8% | $10,323+0.2% | $11,426-9.4% |