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 | $104,340 | $95,193+9.6% | $76,523+36.4% | $135,375-22.9% |
| Participation rate | 81.0% | 74.4%+6.6pp | 68.0%+13.0pp | 82.6%-1.7pp |
| Annual return | -7.19% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,524 | $3,302+6.7% | $2,647+33.1% | $4,779-26.3% |
| Participant deferral / active EE | $11,935 | $4,639+157.3% | $3,835+211.2% | $5,609+112.8% |
| Admin fee / account holder | $2,032 | $6,249-67.5% | $4,848-58.1% | $10,827-81.2% |