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 | $80,616 | $100,754-20.0% | $86,677-7.0% | $134,475-40.1% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -17.36% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,126 | $3,489-67.7% | $2,836-60.3% | $4,740-76.2% |
| Participant deferral / active EE | $1,998 | $5,338-62.6% | $4,656-57.1% | $6,400-68.8% |
| Admin fee / account holder | $7,693 | $10,926-29.6% | $7,493+2.7% | $11,426-32.7% |