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 | $98,282 | $167,307-41.3% | $143,757-31.6% | $134,475-26.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -9.30% | 0.46%-9.8pp | -0.04%-9.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,733 | $5,619-51.4% | $4,951-44.8% | $4,740-42.3% |
| Participant deferral / active EE | $7,539 | $6,446+17.0% | $5,637+33.7% | $6,400+17.8% |
| Admin fee / account holder | $1,037 | $18,088-94.3% | $14,673-92.9% | $11,426-90.9% |