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 5-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 | $117,009 | $167,307-30.1% | $143,757-18.6% | $134,475-13.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -10.86% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $6,512 | $5,619+15.9% | $4,951+31.5% | $4,740+37.4% |
| Participant deferral / active EE | $7,183 | $6,446+11.4% | $5,637+27.4% | $6,400+12.2% |
| Admin fee / account holder | $779 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |