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 | $132,334 | $73,867+79.2% | $143,757-7.9% | $68,494+93.2% |
| Participation rate | 76.3% | 66.7%+9.7pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -18.87% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5,451 | $3,184+71.2% | $4,951+10.1% | $2,596+110.0% |
| Participant deferral / active EE | $3,012 | $3,384-11.0% | $5,637-46.6% | $4,027-25.2% |
| Admin fee / account holder | $12,262 | $5,755+113.1% | $14,673-16.4% | $5,403+127.0% |