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 | $91,643 | $127,386-28.1% | $115,037-20.3% | $125,391-26.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.64% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,401 | $5,166-53.5% | $4,608-47.9% | $4,866-50.6% |
| Participant deferral / active EE | $10,964 | $6,423+70.7% | $6,026+81.9% | $5,352+104.9% |
| Admin fee / account holder | $1,094 | $9,516-88.5% | $8,175-86.6% | $9,540-88.5% |