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 | $135,855 | $158,817-14.5% | $121,196+12.1% | $135,375+0.4% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.7%+10.1pp | 82.6%-0.8pp |
| Annual return | 0.65% | -0.64%+1.3pp | 16.93%-16.3pp | 519.73%-519.1pp |
| Employer contribution / active EE | $14,283 | $5,665+152.1% | $4,022+255.2% | $4,779+198.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,426 | $6,512-78.1% | $5,019-71.6% | $10,827-86.8% |