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 | $141,436 | $167,484-15.6% | $151,611-6.7% | $134,475+5.2% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -6.86% | 7.80%-14.7pp | 3.33%-10.2pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,711 | $6,829-45.7% | $6,166-39.8% | $4,740-21.7% |
| Participant deferral / active EE | $10,199 | $8,986+13.5% | $8,363+22.0% | $6,400+59.4% |
| Admin fee / account holder | $4,638 | $13,783-66.3% | $11,616-60.1% | $11,426-59.4% |