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 | $112,766 | $100,754+11.9% | $86,677+30.1% | $134,475-16.1% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.24% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,131 | $3,489-38.9% | $2,836-24.9% | $4,740-55.0% |
| Participant deferral / active EE | $3,770 | $5,338-29.4% | $4,656-19.0% | $6,400-41.1% |
| Admin fee / account holder | $5,133 | $10,926-53.0% | $7,493-31.5% | $11,426-55.1% |