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 | $134,229 | $107,791+24.5% | $90,645+48.1% | $135,375-0.8% |
| Participation rate | 72.7% | 78.0%-5.3pp | 74.0%-1.3pp | 82.6%-9.9pp |
| Annual return | -3.05% | -0.90%-2.1pp | 1.88%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,194 | $3,018-27.3% | $2,532-13.3% | $4,779-54.1% |
| Participant deferral / active EE | $5,116 | $3,872+32.1% | $3,425+49.4% | $5,609-8.8% |
| Admin fee / account holder | $1,010 | $5,930-83.0% | $4,994-79.8% | $10,827-90.7% |