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 | $154,640 | $167,307-7.6% | $143,757+7.6% | $134,475+15.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -13.72% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,281 | $5,619-59.4% | $4,951-53.9% | $4,740-51.9% |
| Participant deferral / active EE | $7,928 | $6,446+23.0% | $5,637+40.6% | $6,400+23.9% |
| Admin fee / account holder | $5,574 | $18,088-69.2% | $14,673-62.0% | $11,426-51.2% |