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 | $98,689 | $142,344-30.7% | $119,609-17.5% | $134,475-26.6% |
| Participation rate | 78.3% | 82.8%-4.6pp | 79.3%-1.0pp | 81.2%-3.0pp |
| Annual return | -18.21% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,938 | $5,222-24.6% | $4,232-6.9% | $4,740-16.9% |
| Participant deferral / active EE | $6,308 | $6,469-2.5% | $5,602+12.6% | $6,400-1.4% |
| Admin fee / account holder | $722 | $13,584-94.7% | $10,323-93.0% | $11,426-93.7% |