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 | $135,390 | $167,484-19.2% | $151,611-10.7% | $134,475+0.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -15.63% | 7.80%-23.4pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,972 | $6,829+2.1% | $6,166+13.1% | $4,740+47.1% |
| Participant deferral / active EE | $14,300 | $8,986+59.1% | $8,363+71.0% | $6,400+123.4% |
| Admin fee / account holder | $6,049 | $13,783-56.1% | $11,616-47.9% | $11,426-47.1% |